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Credentials
Series 65
Experience Industry experience
4 years
Location
Germantown, MD
Poise Investment Advisors
Supported
Total advisors
2Clients per advisor
6 Very LowAvg AUM per client
$108,333 Very LowHNW client ratio
0% Very LowHossameldin Abdelkarim is a financial advisor at Poise Investment Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Poise Investment Advisors since 2021. Prior to this, he was employed at HSBC Egypt from 2014 to 2017 and currently operates Hossameldin Abdelkarim PLLC, providing legal services as an attorney. Poise Investment Advisors offers discretionary investment management and wealth-management services, focusing on an asset-allocation approach driven by macroeconomic analysis. The firm provides financial planning, consulting, and educational workshops, utilizing tools such as options and derivatives, and emphasizes in-house research and public client education.
Based on Poise Investment Advisors
Based on Poise Investment Advisors
Flat Quarterly Retainer fee billed quarterly in advance, amount agreed in Client Agreement
$0 - $100,000: Negotiable up to 3% $100,000 - $250,000: 2.5% on first $100,000 (base fee $2,500), 0% on amount over base $250,001 - $500,000: 1.09% to 0.55%, base fee $2,725 plus 0.83% on amount over base $500,001 - $750,000: 0.96% to 0.64%, base fee $4,800 plus 0.66% on amount over base $750,001 - $1,000,000: 0.86% to 0.65%, base fee $6,450 plus 0.49% on amount over base $1,000,001 - $1,500,000: 0.77% to 0.51%, base fee $7,675 plus 0.33% on amount over base $1,500,001 - $2,000,000: 0.63% to 0.46%, base fee $9,325 plus 0.22% on amount over base $2,000,001+: 0.53% or less, base fee $10,425 plus 0.11% on amount over base
Financial Planning and Consulting Services hourly fees ranging from $150 to $300 per hour; initial planning session $200/hour
Performance-based fees negotiated, normally between 5% to 15% of total return; applicable to qualifying clients with $500,000+ AUM or net worth over $1,000,000
Account minimum: $100,000 (may accept smaller portfolios at Firm's discretion, minimum $10,000) Fee-only: Financial Planning hourly fees $150 to $300 per hour; initial session $200/hour; Educational seminars $600 per person per 5-hour day; additional hours $100/hour
Germantown, MD
Germantown MD
Advisors at this office
2
Maryland
4 years of industry experience
Poise Investment Advisors, LLC
2021 - Present • 5 years
Germantown, MD
Icon Egypt
2020 - Present • 6 years
Cairo
Hossameldin Abdelkarim PLLC
2018 - Present • 8 years
Washington D.C., DC
HSBC Egypt
2014 - 2017 • 3 years
Cairo
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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