Bassam Salem
Advisor at Objective Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Objective Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Objective Investments, LLC
Location
Orchard Lake, MI
Credentials
Series 63, Series 65
Industry experience
39 years
Bassam Salem is a financial advisor at Objective Investments, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at InvestShares Advisor Group Inc., InvestShares, and Wunderlich Securities, Inc. He has been with Objective Investments since 2018. Objective Investments provides fee-based investment management services to individuals, high-net-worth clients, corporations, and qualified retirement plans. The firm offers tailored portfolios using a variety of analytical methods and serves as a limited-scope ERISA 3(21) fiduciary for employer-sponsored retirement plans.
Based on Objective Investments, LLC
$0+: Up to 2% annually for asset management services $0+: Up to 1% annually for ERISA plan services
Fee-only: Annual asset management fees up to 2%, ERISA plan services up to 1%, fees may be negotiable and billed monthly or quarterly in arrears; fees for ERISA 3(21) services may be billed in advance.
Orchard Lake, MI
Michigan
Objective Investments, LLC
2018 - Present (8 years)
InvestShares Advisor Group Inc.
2016 - 2018 (2 years)
InvestShares
2016 - 2018 (2 years)
Wunderlich Securities, Inc.
2011 - 2016 (5 years)
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