Karim Mawji is a CFA-designated registered investment advisor at Eagle Talon Partners, based in Naples, FL, with 4 years of industry experience. Karim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $31M 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 | 1.00% |
Management fees are 2% for G-Leadership, G-Thematic, and Quantamental Event strategies, and 1% for G-Credit. Most strategies also include performance-based fees ranging from 10% to 20%. Fees may be negotiated in certain cases.
Fee Estimator
Location
4851 Tamiami Tr. N., Suite 200, Naples, FL, 34103
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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 →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.
Exams
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