Shehab Mohammad
Shehab Mohammad is a registered investment advisor at Osaic Wealth, INC., based in Encino, CA, with 31 years of industry experience. Shehab operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
15821 Ventura Boulevard, Suite 660, Encino, CA, 91436
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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
Shehab is the president of NWF Advisory Services, Inc., supervising IARs, and owner/president of NWF Advisory Group, LLC, running an RIA and OSJ. He also owns and manages a general insurance agency, receiving overrides, and is a partner in a restaurant, dedicating minimal time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.Broker
State Registrations52 states
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