Hicham Nasreddine is a CFA-designated registered investment advisor at Emerald Blue Advisors, based in Laguna Hills, CA, with 6 years of industry experience. Hicham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 191 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable. If a third-party investment manager is used, Emerald Blue Advisors will receive their standard fee in addition to the third-party advisor's fee, not to exceed 2.00% total. Emerald Blue Advisors may receive up to 1.00% of managed client assets for their services.
Fee Estimator
Location
25201 Paseo De Alicia, Suite 125, Laguna Hills, CA, 92653
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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 →Employment History
Current Registrations
Emerald Blue Advisors
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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