Fawzi Hyder is a CFA-designated registered investment advisor at Mike Adams Financial Advisors, INC., based in Mooresville, NC, with 3 years of industry experience. Fawzi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4 clients with $130K 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 | 0.85% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Location
106 Langtree Village Drive, Suite 301, Mooresville, NC, 28117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Fawzi is an assistant professor of finance at Lenoir Rhyne University since 2021, dedicating about a quarter of his time. He is also the president of The Mike Adams Group, Inc., a holding company specializing in asset management and financial services, spending minimal time on this role.
Employment History
Current Registrations
Mike Adams Financial Advisors, INC.
State Registrations1 state
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