SN
SN

Sharif Nsouli

1 Year of Experience
Las Vegas, NV

Sharif Nsouli is a registered investment advisor at Rareview Capital LLC, based in Las Vegas, NV, with 1 years of industry experience. Sharif operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $420M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
35 clients
Average Client Portfolio
$12.1M average
Assets Under Management
$423.7M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Rareview Capital manages investments through separately managed accounts (SMAs). The annual fee ranges from 0.75% to 1.25% of the portfolio's market value. Fees are negotiable and may vary based on the type of investment strategy. Rareview may also charge a performance-based fee for certain strategies.

For investments in Rareview Funds (ETFs), Rareview receives a management fee based on the fund's average daily net assets. These fees vary by fund, for example, the Rareview Dynamic Fixed Income ETF has a 0.97% management fee.

Loading...

Location

10785 W. Twain Avenue, Suite 210, Las Vegas, NV, 89135

Get directions

History

Regulatory History
Clean regulatory record

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
Rareview Capital LLC
August 2024 - Present · 1 yr 9 mos
State Registrations1 state
NV
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.