Shamez Kassam is a CFA-designated registered investment advisor at Designed Wealth USA LTD., based in Calgary, AB, with 9 years of industry experience. Shamez operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 11 clients with $5.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range between 0.10% and 2.00% depending on portfolio value, complexity, and administrative support. Fees are negotiable.
Fee Estimator
Location
7005 Fairmount Dr SE #5312, Calgary, AB, T2H 0K4
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Designed Wealth USA LTD.
Previous Registrations
Northfront Financial USA INC
Raymond James (USA) LTD
Raymond James (USA) LTD
Raymond James (USA) LTD.Broker
Bnp Paribas Securities CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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