Wajeehuddin Siddiqui
Wajeehuddin Siddiqui is a registered investment advisor at St. Bernard Financial Services, INC., based in Russellville, AR, with 33 years of industry experience. Wajeehuddin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 841 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Location
1609 West Main St., Russellville, AR, 72801
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wajeehuddin sells property and casualty, life, and health insurance through Midwestern Financial Center, LLC since 1991. This non-investment related activity takes about half of his time and occurs during trading hours.
Employment History
Current Registrations
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
Previous Registrations
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
K. W. Chambers & CO.Broker
Washington Square Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 states
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.