Advisor at Alpha Financial Management, 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.
Location
Savannah, GA 31406-3631
Credentials
Series 65
Industry experience
17 years
Michael Dayoub is a financial advisor at Alpha Financial Management, Inc. in Savannah, GA, with 17 years of industry experience. He holds a Series 65 designation and has worked at Union Hill Financial Planning, LLC since 2008. Outside of his advisory role, he serves as CEO of Exact Products, Inc., where he manages efforts to license technology unrelated to investment services. Alpha Financial Management provides personalized wealth and investment management to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passively managed index funds and Dimensional Fund Advisors funds, emphasizing global diversification and a market-efficient philosophy without performance-based fees.
Based on Alpha Financial Management, Inc.
Under $200,000 - $200,000: $2,500 annually ($625 quarterly) $200,001 - $300,000: $3,400 annually ($850 quarterly) $300,001 - $400,000: $4,300 annually ($1,075 quarterly) $400,001 - $500,000: $5,200 annually ($1,300 quarterly) $500,001 - $600,000: $6,100 annually ($1,525 quarterly) $600,001 - $700,000: $7,000 annually ($1,750 quarterly) $700,001 - $800,000: $7,900 annually ($1,975 quarterly) $800,001 - $900,000: $8,800 annually ($2,200 quarterly) $900,001 - $1,000,000: $9,700 annually ($2,425 quarterly) $1,000,001 - $2,000,000: $10,600 annually ($2,650 quarterly) $2,000,001 - $3,000,000: $15,600 annually ($3,900 quarterly) $3,000,001 - $4,000,000: $20,600 annually ($5,150 quarterly) $4,000,001 - $5,000,000: $25,600 annually ($6,400 quarterly)
Hourly rate specified by ComPsych for military families referred by ComPsych; not offered to other clients.
Minimum fee: Tiered quarterly fees starting at $625 per quarter for modified net worth under $200,000 Fee-only: Fee-only firm; no commissions accepted.
7505 Waters Avenue, Suite E 1
Savannah, GA 31406-3631
Georgia · South Carolina · Texas
Union Hill Financial Planning, Llc
2008 - Present (18 years)
Exact Products, 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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