Abdikarim Ali is a registered investment advisor at Hoopoe Advisors, based in Boston, MA, with 12 years of industry experience. Abdikarim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 565 clients with $540M in assets under management.
Compensation
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Fee Structure
For accounts not part of the wrap fee program, Hoopoe Advisors' asset management fees are negotiated up to a maximum of 1.5% of the value of your portfolio. Fees are charged quarterly in advance. You'll also pay transaction fees and other account expenses. For directly-managed held-away accounts, such as 401(k)s, fees will be assigned to the client's taxable accounts or billed directly to the client if no taxable account exists.
Location
45 Roxbury Street, Boston, MA, 02119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hoopoe Advisors
Previous Registrations
LPL Financial LLC
State Registrations1 state
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