Gerard Kassouf is a CFP-designated registered investment advisor at Kassouf Wealth Advisors, LLC, based in Birmingham, AL, with 26 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 228 clients with $400M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee schedule does not include management fees and expenses of mutual funds, brokerage commissions, transaction fees, custodial or recordkeeping fees or other expenses.
Fee Estimator
Location
2101 Highland Avenue South, Suite 650, Birmingham, AL, 35205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gerard is a director at Kassouf & Co., a certified public accounting firm, taking nearly full-time. He also holds managing member positions at Kassouf Retirement Plan Services, LLC and Kassouf Healthcare Solutions, LLC, and is a member of several real estate and investment-related LLCs.
Employment History
Current Registrations
Kassouf Wealth Advisors, LLC
State Registrations1 state
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