Zaheer Edoo is a CFA-designated registered investment advisor at Cardinal Advisers LLC, based in Miami, FL, with 16 years of industry experience. Zaheer 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 46 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $1000K | 1.00% |
| $1M+ | 0.80% |
For accounts up to $100,000, a fixed fee of $1,000 per year is charged. Fees may be negotiable.
Fee Estimator
Location
Miami, FL
Get directionsHistory
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
Zaheer is a director of WISE Holdings Limited since 2002, and owner/manager of Mikfa Capital LLC and Wenza Capital LLC since 2014. He also serves as a director/secretary for several investment holding companies owned by his mother, and occasionally performs business valuations or independent financial analysis, taking about 10-20% of his time.
Employment History
Current Registrations
Cardinal Advisers LLC
Previous Registrations
Vega Capital Management Limited
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.