WM
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Wissam Mattar

4 Years of Experience
Scottsdale, AZ

Wissam Mattar is a registered investment advisor at Tiebreak Asset Management, LLC, based in Scottsdale, AZ, with 4 years of industry experience. Wissam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $80K in assets under management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$80K average
Assets Under Management
$80K

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.40%

Management fee is 0.4% of assets under management, calculated quarterly. The firm also receives an incentive allocation fee of 16% of the fund's net profit.

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

Scottsdale, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Wissam is a principal at Open Era Capital, L.P., a private fund, since December 2020. He dedicates nearly full-time hours to fulfilling his duties and assisting in the fund's formation.

Employment History
Current Registrations
Tiebreak Asset Management, LLC
October 2021 - Present · 4 yrs 7 mos
State Registrations1 state
AZ
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.