Tayyib Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm primarily serves individual clients and may accept small businesses, providing advice‑only services including single‑goal and comprehensive financial planning, investment assessments, portfolio optimization, and periodic portfolio reviews. It does not take custody of client assets, does not execute trades on clients’ behalf, and reported no regulatory assets under management or active clients as of the brochure date.
Its investment work relies on fundamental, quantitative, and macroeconomic analysis with an emphasis on long‑term, non‑speculative strategies; recommendations may include passive or evidence‑based exposures and are supplemented by optional halal/values‑aligned screening to exclude certain industries or interest‑bearing instruments. All advice is non‑discretionary, so clients retain responsibility for execution, and engagements are billed either hourly or on flat‑fee/milestone bases, with specific annual flat charges for portfolio optimization.
What is noteworthy about the firm is its combination of advice‑only delivery and an atypical fee structure for a practice of its type: it offers both hourly billing and fixed, milestone‑based flat fees (including set annual optimization charges) alongside values‑based screening available at no additional charge when clients specify restrictions. The firm is organized as a sole‑owner, advice‑only practice focused on written recommendations and periodic reviews rather than custodial management or discretionary trading.
Client services
Fee options
Flat rate fees for comprehensive financial planning based on milestones; Portfolio optimization fees as per tiered schedule.
$0 - $150,000: $1,500 or 2% of portfolio size, whichever is lower $151,000 - $300,000: $3,000 $301,000 - $500,000: $5,000 $500,000++: $7,500
$90 for the first hour; $160/hour afterwards, billed in 15-minute increments
Fee-only: Hourly fees at $90 for first hour, $160/hour thereafter; Flat fees for comprehensive planning and portfolio optimization with milestone billing.
Main office
Toledo OH
Advisors at this office
1
Most active in
Ohio
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
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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.
Forms ADV
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