Samer Eshmawy is a CFP-designated registered investment advisor at Azzad Asset Management, INC., based in Falls Church, VA, with 6 years of industry experience. Samer 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, High Net Worth, and 4 more. Their firm serves 1,543 clients with $1.8B 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 $500K | 1.75% |
| $500K - $2.0M | 1.50% |
| $2.0M - $4.0M | 1.40% |
| $4.0M - $10.0M | 1.30% |
| $10M+ | 1.20% |
Fees are inclusive of brokerage, custodial, investment management, and advisory services. Fees may be subject to negotiation depending on circumstances.
Fee Estimator
Location
3141 Fairview Park Drive, Suite 355, Falls Church, VA, 22042-4533
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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 →Employment History
Current Registrations
Azzad Asset Management, INC.
Previous Registrations
Modera Wealth Management, LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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