Michael Dayoub is a registered investment advisor at Alpha Financial Management, INC., based in Savannah, GA, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 115 clients with $110M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
We sometimes offer discounts to clients, depending on their needs, assets, and the work involved.
Fee Estimator
Contact
Michael Dayoub
Location
7505 Waters Avenue, Suite E-1, Savannah, GA, 31406-3631
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Michael is the CEO of Maintaining Exact Products Inc., and is working to find licensees of technology. This activity is not investment-related.
Employment History
Current Registrations
Alpha Financial Management, INC.
Previous Registrations
Union Hill Financial Planning
State Registrations3 states
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
Additional Information
It's important to me to find out what is important to you and to find the most cost-effective way to help you achieve your financial goals.