Yahia Albaghdadi is a registered investment advisor at Heritage Financial LLC, based in Gainesville, VA. Yahia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 350 clients with $410M 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 | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable based on account size, asset structure complexity, and financial planning factors.
Fee Estimator
Location
7001 Heritage Village Plaza, Suite 190, Gainesville, VA, 20155
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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
Heritage Financial LLC
State Registrations1 state
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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