Advisor at Washington Financial Group, Inc.
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
Washington Financial Group, Inc.
Location
Osterville, MA 02655
Credentials
Series 63, Series 65
Industry experience
33 years
Humam Sirhal is a financial advisor with Washington Financial Group, Inc. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Prior to joining Washington Financial Group in 2021, he worked at Cadaret, Grant & Co., Inc. for 24 years. Outside of advising, he is involved in civil engineering and insurance sales. Washington Financial Group serves individual clients and trust accounts, offering discretionary portfolio management, financial and estate planning, and insurance products. The firm employs a dynamic asset-allocation approach and uses detailed manager performance metrics in its investment process.
Based on Washington Financial Group, Inc.
Based on Washington Financial Group, Inc.
Flat fees range from $1,000 to $10,000 annually depending on scope; negotiable based on case size and complexity.
$0 - $250,000: 1.00% annually or a negotiated flat fee $250,000 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.25% annually
Commissions from sale of financial and insurance products; commissions may offset advisory fees with client written agreement; no offset from insurance product commissions.
$200 per hour for financial and/or estate plan analysis; $150 per hour for other advisory and administrative services.
Account minimum: $250,000 Minimum fee: Typically, if the account does not meet the $250,000 minimum, fees will be the highest of 1% annually or a flat dollar amount as agreed. Fee-only: Flat fees typically range from $1,000 to $10,000 annually depending on service scope; one-time plans $1,000 to $3,000; ongoing comprehensive services $2,000 to $9,000+ per year.
832 Main St., 2 Nd Floor
Osterville, MA 02655
Louisiana · Massachusetts · North Carolina
Washington Financial Group, Inc.
2021 - Present (5 years)
Cadaret, Grant & Co., Inc.
1998 - 2022 (24 years)
Humam Khalil Sirhal Aka Washington Financial Group
1997 - 2021 (24 years)
Washington Development Group, Inc
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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