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Wissam Bilal

9 Years of Experience
Allen, TX

Wissam Bilal is a registered investment advisor at Tigris Consulting LLC, based in Allen, TX, with 9 years of industry experience. Wissam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management. Their firm serves 120 clients with $6M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
120 clients
Average Client Portfolio
$50K average
Assets Under Management
$6.0M

Fee Structure

Minimum Investment:$250
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.80%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tigris Consulting LLC
March 2017 - Present · 9 yrs 2 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
Wissam Bilal - Financial Advisor | TrueAdvisor