Rizwan Rizwi is a registered investment advisor at Sar Wealth Management, based in Lynnwood, WA, with 21 years of industry experience. Rizwan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 44 clients with $3.9M 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 $1000K | 1.75% |
| $1.0M - $4.0M | 1.50% |
| $4.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
These fees are for domestic US clients. International client fees are higher. Fees are negotiable under special circumstances.
Fee Estimator
Location
Lynnwood, WA
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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
Rizwan is the owner of SAR Management Consultants (business consulting), SAR Trading Co (rug import/distribution), and SAR Group LLC (holding company) since 2008. He spends minimal time on each of these activities.
Employment History
Current Registrations
Sar Wealth Management
Previous Registrations
Kms Financial Services, INC
Pacific West Financial Consultant INC
Waddell & Reed, INC.
American Express Financial Advisors, INC.
Citigroup Global Markets INC.
Morgan Stanley
Salomon Smith Barney 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.