Fadi Issa is a registered investment advisor at Boardwalk Wealth Management, based in Ann Arbor, MI, with 7 years of industry experience. Fadi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7 clients with $600K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Location
341 E Huron St, Suite #3, Ann Arbor, MI, 48104
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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 Activities
Fadi is the CFO of Transmed Mobility, a non-medical emergency transportation service for group homes, since 2018. He spends about 10-20% of his time reviewing financials with the CEO and overseeing accounting.
Employment History
Current Registrations
Boardwalk Wealth Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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