Edward Goard is a CFA-designated registered investment advisor at Yousif Capital Management, LLC, based in Bloomfield Hills, MI, with 1 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 425 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yousif Capital Management's standard advisory fee is generally between 0.08% and 0.35% annually, depending on the investment strategy, client location, and account complexity. Clients could pay a higher advisory fee depending on the specific investment mandate. The minimum annual fee is $10,000, but fees are negotiable.
Location
39533 Woodward Ave, Suite 100, Bloomfield Hills, MI, 48304
Get directionsHistory
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
Yousif Capital Management, LLC
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.