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Hakeem Webb

26 Years of Experience
Douglasville, GA

Hakeem Webb is a registered investment advisor at National Christian Financial Advisors, INC, based in Douglasville, GA, with 26 years of industry experience. Hakeem operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 51 clients with $4.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
51 clients
Average Client Portfolio
$88K average
Assets Under Management
$4.5M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K0.90%
$50K - $100K0.58%
$100K - $250K0.47%
$250K - $500K0.41%
$500K+0.38%

This is the fee schedule for NCFA Digital Gateway Model Portfolio.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Douglasville, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Hakeem works as a solicitor for real estate lenders and provides investment banking services. These activities take a few hours per week and about 10% of his time, respectively.

Employment History
Current Registrations
National Christian Financial Advisors, INC
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Creative Financial Designs, INC.
June 2006 - March 2009 · 2 yrs 9 mos
Financial Network Investment Corporation
March 1998 - June 2006 · 8 yrs 3 mos
State Registrations3 states
CTGATX
Advisor

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.
Hakeem Webb - Financial Advisor | TrueAdvisor