Ehsan Bassam
Ehsan Bassam is a registered investment advisor at Bassam Wealth Management, LLC, based in Palm Beach, FL, with 17 years of industry experience. Ehsan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 24 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Minimum annual fee of $10,000. Fees above $25,000,001 are negotiated.
Fee Estimator
Location
2875 South Ocean Blvd, Suite 200-28, Palm Beach, FL, 33480
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 →Other Business ActivitiesSells Insurance
Ehsan is a licensed insurance professional, but this activity is not investment-related. He dedicates about 10-20% of his business time to this.
Employment History
Current Registrations
Bassam Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.