As'ad Gourani is a registered investment advisor at Origin Investment Advisory LLC, based in Ypsilanti, MI, with 8 years of industry experience. As'ad 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 7,591 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Investment Advisory does not charge an annual management fee based on the value of your portfolio for its automated index investing program. However, you will pay the underlying operating expenses and management fees charged by the exchange-traded funds or mutual funds held in your portfolio, along with any administrative or trading costs charged by the custodian.
Location
Ypsilanti, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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As'Ad is the founder and CEO of AG Tax Advisors, LLC, offering tax preparation and consulting services, dedicating about 10 hours per week to this business during tax season. Additionally, As'Ad provides contract-based financial planning work for other registered investment advisers, including Origin Financial LLC, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Origin Investment Advisory LLC
AG Wealth Management, PLLC
State Registrations3 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.
Exams
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