Advisor at Ydream Financial Services, 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
Ydream Financial Services, Inc.
Location
Canton, MI
Credentials
CFP®, Series 63
Industry experience
17 years
Hussien Fawaz is a CFP® professional with 17 years of industry experience, operating through Ydream Financial Services, Inc. in Canton, MI. He has been with YDFS since 2003 and also owns a separate accounting, tax, and technology consulting business. Ydream Financial Services provides personalized financial planning and investment management to a diverse client base including individuals, small business owners, corporate executives, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a financial-planning-led investment approach that emphasizes long-term passive strategies supplemented by fundamental, technical, and cyclical analysis, managing client portfolios on an individualized, discretionary basis.
Based on Ydream Financial Services, Inc.
Flat fees quoted for personal financial planning advisory services based on expected hours
$0 - $1,000,000: 0.25% per quarter $1,000,001 - $2,000,000: 0.20% per quarter $2,000,001+: 0.15% per quarter
Hourly rates range from $275 to $475 depending on complexity
Minimum fee: Minimum quarterly fee of $1,500 payable in advance; $6,000 minimum financial planning engagement with $3,000 minimum prepayment Fee-only: Investment advisory fees and financial planning fees; no commissions received by firm
Canton, MI
Michigan · Tennessee · Texas
YDFS, Inc.
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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