F
Fuleihan, Camille, Farid
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,861,299
Clients
7
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$2,408,757
About
The firm provides investment advisory and financial planning to individual clients as well as pension plans, trusts, and 401(k) plans, helping clients set investment objectives, monitor performance, and update strategies over time. Rather than executing trades in-house, the firm typically assists clients by arranging for assets to be placed with other screened advisory firms and coordinating reporting and ongoing reviews.
The firm assesses client risk tolerance and investment objectives and uses charting, fundamental and technical analysis to recommend diversified strategies and dollar-cost averaging. Unusually for peers in its category, the advisor operates primarily on a non-discretionary basis, meaning clients generally retain trading authority while the firm recommends and monitors third‑party managers.
Notable features include a manager‑of‑managers model in which the firm screens other advisors, negotiates fees on behalf of clients, and limits aggregate asset‑based advisory charges across providers. The practice emphasizes periodic (at least quarterly) account reviews and requires client consent for any withdrawals or changes involving the third‑party managers it places.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Fee options
Negotiable up to a maximum of 2% per year of assets under management
Account minimum: $500,000
Main office location
Fuleihan, Camille, Farid
Belmont MA, United States
Number of offices
1
Most active in
Fuleihan, Camille, Farid has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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