Emil Aldaddah
Emil Aldaddah is a registered investment advisor at Momentum Wealth Management, based in Northfield, IL, with 14 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 16 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Momentum Wealth Management's (MWM) fee is 0.95% of your portfolio per year, which may be negotiable. If MWM uses Orion Portfolio Solutions (OPS) or SEI Investments Management Corporation (SIMC) as a sub-advisor, there will be an additional fee for the model manager/platform. The OPS/SIMC fee is not negotiable. Your custodian statement will show MWM's fee and the OPS/SIMC fee as separate line items. Model manager/strategy fees may change, but you will need to approve any changes in writing that result in an increased fee.
Location
191 Waukegan Rd., Suite 350, Northfield, IL, 60093
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Regulatory History (1)
Customer Dispute
July 2015Other Business Activities
Emil is a board director for the Muslim American Leadership Alliance since 2016, providing input on organizational decisions. This activity takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Momentum Wealth Management
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Morgan Stanley
Morgan StanleyBroker
Avatar Securities, LLCBroker
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.