Yousef Abuhakmeh is a registered investment advisor at I3 Investment Partners, LLC, based in Carson City, NV, with 10 years of industry experience. Yousef operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 1 clients with $67M 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% |
Management fee is 2% per annum paid quarterly in advance. The firm may also receive a 20% annual performance profit allocation for private funds.
Fee Estimator
Location
550 Mallory Way, Suite 115, Carson City, NV, 89701
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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
I3 Investment Partners, LLC
Previous Registrations
I3 Investment Partners, LLC
National Asset Management, INC.
National Securities CorporationBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Proequities, INC.Broker
AXA Advisors, LLCBroker
Raymond James Financial Services, INC.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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