Sherif Othman is a registered investment advisor at Poise Investment Advisors, based in Germantown, MD, with 4 years of industry experience. Sherif operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $250K | 2.50% |
| $250K - $500K | 1.09% |
| $500K - $750K | 0.96% |
| $750K - $1.0M | 0.86% |
| $1.0M - $1.5M | 0.77% |
| $1.5M - $2.0M | 0.63% |
| $2M+ | 0.53% |
The Firm will additionally apply performance fees on the Client account balance - as permitted by law – at an annual rate that may be negotiated with the Client and would normally range between 5% - 15% of the total return of the Client’s investments managed by Poise Investment.
Fee Estimator
Location
Germantown, MD
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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
Poise Investment Advisors
Previous Registrations
Poise Investment Advisors
State Registrations1 state
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