Abdul Basit is a registered investment advisor at Tayyib Investments LLC, based in Toledo, OH. Abdul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Tayyib Investments does not manage investment portfolios directly or take custody of client funds. However, the firm offers portfolio optimization services where clients provide their account details, and Tayyib Investments delivers annual rebalancing and reallocation recommendations based on portfolio size:
- $0 to $150,000 — $1,500 or 2% of the portfolio size, whichever is lower
- $151,000 to $300,000 — $3,000 flat fee
- $301,000 to $500,000 — $5,000 flat fee
- $500,000 and above — $7,500 flat fee
If you want portfolio reviews more than once a year, those are billed at hourly rates.
Location
Toledo, OH
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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.
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Current Registrations
Tayyib Investments LLC
State Registrations1 state
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