Tarif Homsi is a registered investment advisor at Noorvest, based in Leesburg, VA, with 8 years of industry experience. Tarif 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 13 clients with $2.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NoorVest offers investment management services with flat annual fees based on the amount you invest.
Here's a breakdown of the annual fees:
- $100K - $500K: $2,388
- $500K - $1M: $5,988
- $1M - $2M: $11,988
- $2M - $5M: $23,988
- $5M - $10M: $37,500
- $10M - $25M: $60,000
- $25M - $50M: $120,000
Fees are negotiable, and clients won't be charged more than 3% annually. Clients using the Orion platform will pay up to $65 annually per account for technology. NoorVest may use sub-advisors, but clients will not pay for these services separately.
Location
Leesburg, VA
Get directionsHistory
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
Tarif is a licensed insurance agent, but is not currently offering any insurance services or products.
Employment History
Current Registrations
Noorvest
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Spire Wealth Management, LLC
Spire Securities, LLCBroker
State Registrations5 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.