YA
CFP
YA
CFP

Yusuf Abugideiri

13 Years of Experience
Vienna, VA

Yusuf Abugideiri is a CFP-designated registered investment advisor at Yeske Buie INC., based in Vienna, VA, with 13 years of industry experience. Yusuf operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 469 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
469 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$3M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.50%
$10M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

301 Maple Avenue West, Suite 600, Vienna, VA, 22180

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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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Employment History
Current Registrations
Yeske Buie INC.
April 2012 - Present · 14 yrs
State Registrations3 states
CATXVA
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.