Sobhi Baghdadi is a CFP-designated registered investment advisor at Haland Wealth Management, based in Chicago, IL, with 8 years of industry experience. Sobhi 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Haland Wealth Management's annual investment management fee ranges from $4,800 to $40,000. The final fee depends on the client's specific needs, complexity, time, research, and resources required. Fees are paid quarterly in advance. If an outside manager is used, the fee includes the outside manager's fee.
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Haland Wealth Management
Previous Registrations
Savant Wealth Management
Amana Wealth Management
Bates Securities, INC.Broker
State Registrations1 state
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