Sami Shbeeb is a registered investment advisor at Terraform Wealth, LLC, based in Houston, TX, with 2 years of industry experience. Sami operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $180M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
5805 Chimney Rock Rd Ste C, Houston, TX, 77081
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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
Sami is a licensed Texas real estate agent at Meridian Real Estate since 2023, spending minimal time on real estate transactions. Sami also owns various small business entities.
Employment History
Current Registrations
Terraform Wealth, LLC
State Registrations1 state
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