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Bahiya Fawaz

15 Years of Experience
Dearborn, MI

Bahiya Fawaz is a registered investment advisor at Mpm Wealth Advisors, based in Dearborn, MI, with 15 years of industry experience. Bahiya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 1,158 clients with $890M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,158 clients
Average Client Portfolio
$768K average
Assets Under Management
$888.9M

Fee Structure

Minimum Investment:None

MPM Wealth Advisors' investment management fees have a maximum of 1.50% annually, calculated and payable quarterly. A flat fee option is available for accounts over $1,000,000, but this is not widely used. Fees are based on the portfolio's value at the end of each quarter. Cash balances are included when calculating fees. Clients are responsible for custodial and brokerage fees.

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Location

15640 Michigan Avenue, Dearborn, MI, 48126

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Bahiya owns Alpha Tax Accounting and Tax Service, a CPA firm, and dedicates all of her time to providing tax and advisory services to clients.

Employment History
Current Registrations
Mpm Wealth Advisors
August 2010 - Present · 15 yrs 8 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.