Fees for asset management programs range from 0.5% to less than 3% annually, as agreed upon in writing. The smaller the portfolio, the larger the fee, and conversely. Financial planning and appraisal services are based on hourly ($50-$150) or fixed fees ($150-$1,000). Third-party management programs have their own fee schedules. A $25,000 minimum account requirement may be waived. Fees are negotiable within the stated ranges.
1 N. Lasalle Street, Suite 2225, Chicago, IL, 60602
Get directionsAzmi operates two businesses: The Other Side of Medicine (since 2018) and Sharif Wealth Strategies (since 2021). Sharif Wealth Strategies is a DBA for FourStar Wealth Advisors LLC and takes about a quarter of Azmi's time, with 2 hours during market hours.