Amr El-Moselhy is a registered investment advisor at Am Wealth Solutions, LLC, based in Irvine, CA. Amr operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees might vary in certain cases, such as for related accounts or broader client relationships. For non-discretionary portfolio management, the firm charges a flat 0.5% annual fee on assets under management.
Fee Estimator
Location
Irvine, CA
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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
Amr is the Founder and CEO of AM Advisory, LLC, a strategy consulting firm for both for-profit and non-profit organizations, started in January 2024. He has mostly put this business on hold to focus on investment advisory, dedicating minimal time outside of regular working hours and weekends.
Employment History
Current Registrations
Am Wealth Solutions, LLC
State Registrations3 states
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