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Ahmed Farruk

22 Years of Experience
Mclean, VA

Ahmed Farruk is a registered investment advisor at Fiducient Advisors LLC, based in Mclean, VA, with 22 years of industry experience. Ahmed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,239 clients with $98B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
1,239 clients
Average Client Portfolio
$78.7M average
Assets Under Management
$97.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are customized and negotiated in advance based on account type, complexity, and scope. Non-discretionary advisory fees typically range from 0.01% to 1.0%, while discretionary wealth management fees range up to 1.0%.

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

1430 Spring Hill Road #320, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ahmed is a member of the Investment Subcommittee for United Way Worldwide since 2019, assisting in the oversight of investment portfolios. He spends minimal time on this activity.

Employment History
Current Registrations
Fiducient Advisors LLC
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
Orion Investment Advisors, LLC
April 2009 - March 2018 · 8 yrs 11 mos
Wells Fargo Advisors Financial Network, LLC
September 2005 - March 2016 · 10 yrs 6 mos
Wachovia Securities, LLC
August 2004 - September 2005 · 1 yr 1 mo
State Registrations2 states
TXVA
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.
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