Sadeer Jamil is a registered investment advisor at Vima, LLC, based in Troy, MI, with 24 years of industry experience. Sadeer 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 897 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
897 clients
Average Client Portfolio
$167K average
Assets Under Management
$150.2M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,001. The fee schedule varies by financial advisor, but no advisor can charge more than 2.5% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
46 East Square Lake Rd., Troy, MI, 48085
Get directionsHistory
Regulatory History (1)
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Regulatory
February 2015Final
Employment History
Current Registrations
Vima, LLC
January 2015 - Present · 11 yrs 3 mos
Previous Registrations
Raymond James & Associates, INC.
April 2014 - May 2014 · 1 mo
Raymond James & Associates, INC.Broker
April 2014 - May 2014 · 1 mo
Charles Schwab & CO., INC.
December 2007 - April 2014 · 6 yrs 4 mos
Charles Schwab & CO., INC.Broker
December 2007 - April 2014 · 6 yrs 4 mos
E*trade Securities LLCBroker
May 2006 - November 2007 · 1 yr 6 mos
Comerica Securities
March 2005 - February 2006 · 11 mos
Comerica SecuritiesBroker
March 2005 - February 2006 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2000 - January 2005 · 4 yrs 5 mos
State Registrations1 state
MI
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.