MH
MH

Mohammad Hosseini-Nejad

19 Years of Experience
East Hanover, NJ

Mohammad Hosseini-Nejad is a registered investment advisor at Investment Management 911, based in East Hanover, NJ, with 19 years of industry experience. Mohammad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
23 clients
Average Client Portfolio
$491K average
Assets Under Management
$11.3M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Investment Management 911 charges a percentage of your portfolio value on a yearly basis, billed monthly in advance. The fee schedule is as follows:

  • $50,000 - $99,000: 1.5%
  • $100,000 - $249,000: 1.25%
  • $250,000 - $499,000: 1.15%
  • $500,000 and up: 1.00%

While it's not their usual practice, adjustments to these fees may be made based on factors like account size or composition.

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Location

East Hanover, NJ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Investment Management 911
April 2006 - Present · 20 yrs 1 mo
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.