Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SIS charges a management fee of up to 1.75% of assets under management annually for discretionary portfolio management. A limited select group of clients may be charged up to 2.0% annually. Fees are billed monthly in arrears. Financial planning services are compensated via hourly fees (minimum $300 per plan) or fixed fees, negotiated in advance. Clients may also incur transaction fees charged by custodians. The firm requires a minimum of $25,000 to open an account, which may be waived.
Areas of Practice
Advisor Information
Office location
1921 Boston Post Road, Suite 8, Westbrook, CT, 06498
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Abbas works as a tax professional and independent insurance agent selling fixed and fixed index annuities, dedicating about 20% of his time to this. He also serves as Treasurer for the Town of Waterford CT, managing the town's revenues and investments, and markets fixed insurance and investment advisory services, dedicating minimal time to each.