Akram Tadlaoui
Akram Tadlaoui is a registered investment advisor at Weisberg Capital Management, based in Palm Desert, CA, with 11 years of industry experience. Akram 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 66 clients with $16M 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 | 1.90% |
Fees are negotiable.
Fee Estimator
Location
Palm Desert, CA
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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 →Other Business ActivitiesSells Insurance
Akram is a licensed insurance agent and CEO of Financial Wellness for All. This other business activity is not investment related.
Employment History
Current Registrations
Weisberg Capital Management
Previous Registrations
Alpha Wealth Management, LLC
Waddell & Reed
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.