Wahdy Capital is an investment management firm that offers investment management and financial advice to clients. The firm tailors portfolios based on individual client needs, goals, and risk tolerance. Clients can place restrictions on investments. Fees are charged as a percentage of assets under management, a flat monthly subscription, or an hourly rate. Wahdy Capital does not affiliate with any broker, charge wrap fees or commissions, or take custody of client assets.
Fee Structure
Wahdy Capital's investment management fees are based on a percentage of the value of your portfolio and are charged monthly. Some investors may be charged a performance fee, which is a percentage of the profits earned. The firm is competitive in pricing and normally charges between 1% and 2% for its services. Fees may be negotiable.