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Amgad Magdy Yassa

11 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
197,089 clients
Average Client Portfolio
$157K average
Assets Under Management
$30.9B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Colorado Springs, CO

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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
Alight Financial Advisors, LLC
August 2021 - Present · 4 yrs 6 mos
Alight Financial Solutions, LLC
June 2021 - Present · 4 yrs 8 mos
Alight Financial Solutions, LLCBroker
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
T. Rowe Price Associates, INC.
March 2019 - April 2021 · 2 yrs 1 mo
T. Rowe Price Advisory Services, INC.
October 2014 - March 2019 · 4 yrs 5 mos
T. Rowe Price Investment Services, INC.Broker
March 2014 - April 2021 · 7 yrs 1 mo
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amgad Magdy Yassa - Financial Advisor | TrueAdvisor