As'ad Gourani is a registered investment advisor at Origin Investment Advisory LLC, based in Ypsilanti, MI, with 8 years of industry experience. As'ad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,776 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Investment Advisory does not charge a management fee based on the value of your account for Automated Index Investing (AII) programs. However, the mutual funds and ETFs within the portfolios may have their own fees, such as sales loads, management fees, and operating expenses. Administrative and trading costs may also be imposed by DriveWealth, the firm's broker-dealer.
Location
Ypsilanti, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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As'Ad is the founder and CEO of AG Tax Advisors, LLC, offering tax preparation and consulting services, dedicating about 10 hours per week to this business during tax season. Additionally, As'Ad provides contract-based financial planning work for other registered investment advisers, including Origin Financial LLC, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Origin Investment Advisory LLC
AG Wealth Management, PLLC
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.