Michael Aboussie is a CFP-designated registered investment advisor at Next Level Wealth Planning, LLC, based in Meridian, ID, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 572 clients with $320M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
Meridian, ID
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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.
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Michael is the controlling officer of Aboussie Brothers LLC, managing rental properties since 2001. He dedicates minimal time to this activity.
Employment History
Current Registrations
Next Level Wealth Planning, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Curian Capital, LLC
Jackson National Life Distributors LLCBroker
State Registrations6 states
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