Husami & Associates provides investment advice and financial planning to individuals, businesses, and trusts. Services include asset management, financial planning, financial consulting, tax planning, tax preparation, and tax representation. The firm creates investment strategies based on client goals and monitors portfolios, making adjustments as needed with client approval.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.30% |
| $50K - $100K | 1.20% |
| $100K - $500K | 1.00% |
| $500K+ | 0.33% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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