Salim Nathani is a CFP-designated registered investment advisor at Benzer Capital, based in Missouri City, TX, with 25 years of industry experience. Salim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 98 clients with $100M 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 | 3.00% |
Annual portfolio management fee will not exceed 3.00%. Billed quarterly in arrears based on average account value. Fees are negotiable.
Fee Estimator
Location
5320 Highway 6, Suite 200, Missouri City, TX, 77459
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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 ActivitiesSells Insurance
Salim is involved in numerous business ventures, including Dirham LLC/Benzer Advisor Services, Benzer Tax and Business Service, Nishana Holdings, LLC, and several other investment-related entities, spending minimal time on each. He also works as an independent broker for multiple insurance companies, selling life, health, disability, and liability insurance.
Employment History
Current Registrations
Benzer Capital
Previous Registrations
Benzer Capital
Ameriprise Financial Services, INC.
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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