Faisal Khan is a registered investment advisor at Southwestern Money Management LLC, based in San Antonio, TX, with 11 years of industry experience. Faisal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 17 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual investment advisory fee ranges from 0.35% to 1.25% of the client’s portfolio market value of assets under management. The Adviser, in its sole discretion, is permitted to charge a lesser investment management fee.
Fee Estimator
Location
17802 IH 10 West, Suite 400, San Antonio, TX, 78257
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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 Activities
Faisal is employed by Biglari Capital Corp. and Biglari Enterprises LLC. Biglari Capital Corp. is the parent company of Southwestern Money Management, an SEC registered investment advisor.
Employment History
Current Registrations
Southwestern Money Management LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
UBS Financial Services INC.
State Registrations1 state
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.