Yousef Almbaid is a CFP-designated registered investment advisor at Tgs Financial Advisors, based in Radnor, PA, with 1 years of industry experience. Yousef operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Medical Professionals, and 2 more. Their firm serves 259 clients with $430M 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 $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
Fees are negotiable. Certain clients may be subject to a discontinued legacy fee schedule. Sub-advisor fees are in addition to this schedule.
Fee Estimator
Location
100 W. Matsonford Road, Building 3, Suite 304, Radnor, PA, 19087
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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
Tgs Financial Advisors
State Registrations2 states
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
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