Bassam Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bassam Wealth Management provides wealth management and financial planning to high net worth individuals, trusts, estates, businesses, and retirement plans. The firm offers customized portfolio construction and ongoing investment management, and may recommend or oversee unaffiliated independent managers as part of its services.
The firm’s investment approach is generally long-term and fundamental-analysis driven, using diversified allocations of mutual funds, ETFs, individual securities and alternatives and conducting periodic portfolio reviews and rebalancing. BWM delivers both discretionary management and advisory/implementation arrangements, and it accepts substantial non-discretionary mandates where clients retain final trading authority.
BWM manages a reported $241 million of client assets while operating with a single advisory principal, an atypically high assets‑per‑advisor profile for firms in this category, and a near‑equal split between discretionary and non‑discretionary assets. The firm also maintains an institutional relationship with a large custodian that supplies platform access, research and launch support, and its advisory principal holds a Certified Plan Fiduciary Advisor credential and maintains insurance licensure (insurance sales are implemented separately and may be commission‑based).
Client services
Expertise
Fee options
$0 - $1,000,000: 2.00% annually $1,000,001 - $5,000,000: 1.50% annually $5,000,001 - $10,000,000: 1.25% annually $10,000,001 - $25,000,000: 1.00% annually $25,000,001+: Negotiated
Account minimum: $10,000 annual fee minimum Minimum fee: Minimum annual fee of $10,000 Fee-only: Advisory fee based on asset tiers plus minimum annual fee; no commissions on securities transactions
Main office
2875 South Ocean Blvd, Suite 200 28
Palm Beach FL 33480
Advisors at this office
1
Most active in
Florida · Texas · Virginia
Also doing business as
Amia Financial Management, LLC · Bassam Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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