GM

Gustavo Isaac Masri

32 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
41 advisors
Number of Clients
978 clients
Average Client Portfolio
$326K average
Assets Under Management
$319.2M

Fee Structure

Minimum Investment:$25K

Fees for asset management services are negotiable, with a maximum annual fee of 2.00%. Advisory fees are charged quarterly in arrears based on the portfolio's value. Clients may pay fees directly from their account or by check. A 0.05% annual reporting fee is billed monthly for clients using the Alden COVE platform. The firm generally requires a minimum account size of $25,000, but this may be waived under certain circumstances. Alden offers access to financial planning for a fee, billed as a one-time fee or a monthly retainer.

Areas of Practice
Investment ManagementRetirement Planning
Loading...

Advisor Information

Office location

43 S Main Street, Doylestown, PA, 18901

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2021
Other Business Activities

Gustavo established Masri Wealth Advisors LLC for tax purposes. He also serves as Treasurer for Congregation Mikveh Israel, a non-profit religious organization in Philadelphia, PA.

Employment History
Current Registrations
Alden Investment Group
April 2022 - Present · 3 yrs 9 mos
J. Alden Associates, INC.Broker
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Alden Capital
September 2021 - November 2022 · 1 yr 2 mos
Raymond James & Associates, INC. Broker
August 2021 - September 2021 · 1 mo
Raymond James & Associates, INC.
August 2021 - September 2021 · 1 mo
Wells Fargo Clearing Services, LLC
March 2016 - August 2021 · 5 yrs 5 mos
Wells Fargo Clearing Services, LLC Broker
July 2003 - August 2021 · 18 yrs 1 mo
Prudential Securities IncorporatedBroker
July 1999 - July 2003 · 4 yrs
Painewebber Incorporated Broker
May 1996 - May 1996 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 1990 - May 1996 · 5 yrs 7 mos
State Registrations12 states
CACTFLGAMANJNYPASCTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gustavo Isaac Masri - Financial Advisor | AdvisorDiscover