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Maher Majdalani
41 Years of Experience
Toledo, OH
2 DisclosuresBroker
Maher Majdalani is a registered investment advisor at Wells Fargo Advisors, based in Toledo, OH, with 41 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
7335 Crossleigh Ct, Ste 100, Toledo, OH, 43617
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
September 2024Customer Dispute
March 2008Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
Wells Fargo Advisors
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Morgan StanleyBroker
October 2017 - October 2024 · 7 yrs
Morgan Stanley
October 2017 - October 2024 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2009 - October 2017 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2009 - October 2017 · 8 yrs 3 mos
UBS Financial Services INC.
January 1995 - August 2009 · 14 yrs 7 mos
UBS Financial Services INC.Broker
April 1990 - August 2009 · 19 yrs 4 mos
Shearson Lehman Hutton INC.Broker
February 1988 - April 1990 · 2 yrs 2 mos
E. F. Hutton & Company INCBroker
November 1987 - February 1988 · 3 mos
Kidder, Peabody & CO. IncorporatedBroker
August 1984 - November 1987 · 3 yrs 3 mos
State Registrations19 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.