Karim Mawji is a CFA-designated registered investment advisor at Eagle Talon Partners, based in Naples, FL, with 3 years of industry experience. Karim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Talon Partners charges a management fee and a performance fee. The management fee is 2% annually for G-Leadership, G-Thematic, and G-Leadership Golden One strategies, and 1% for the G-Credit strategy. Performance fees range from 10% to 20% of capital appreciation, depending on the strategy. These fees are paid monthly and quarterly, respectively, in arrears. Fees may be negotiable in certain cases.
Location
4851 Tamiami Tr. N., Suite 200, Naples, FL, 34103
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 →Employment History
Current Registrations
Eagle Talon Partners
State Registrations2 states
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.