Advisor at Poise Investment Advisors
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Location
Germantown, MD
Credentials
Series 65
Industry experience
4 years
Sherif Othman is a financial advisor at Poise Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and previously operated SO Financial Consultants from 2018 to 2021. Before his advisory career, he worked at Green Company For Export, Import and Trading Agencies. Poise Investment Advisors is an investment manager that provides discretionary investment management, wealth management, financial planning, consulting, and educational workshops. The firm employs an asset-allocation strategy based on macroeconomic analysis and utilizes tools such as derivatives and tactical timing in portfolio management.
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
Maryland
Poise Investment Advisors, LLC
2021 - Present (5 years)
SO Financial Consultants (Sherif Othman)
2018 - 2021 (3 years)
Green Company For Export, Import and Trading Agencies
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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