Muhammed Kaleel
Muhammed Kaleel is a registered investment advisor at Osaic Wealth, INC., based in Boston, MA, with 54 years of industry experience. Muhammed 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
77 Franklin St., Suite # 509, Boston, MA, 02110
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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
Muhammed is involved in several insurance-related businesses, including The Kaleel Company Insurance Agency, Lion Street, and The Kaleel Company, Inc., selling various insurance products. He also owns Kaleel Investment Advisors, LLC, an independent RIA, taking up nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Kaleel Investment Advisors, LLC
Previous Registrations
Independent Advisers Group CORP
Osaic Fs, INC.Broker
Equity Services, INC.Broker
State Registrations15 states
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