BQ
BQ

Bashar Qasem

21 Years of Experience
Falls Church, VA

Bashar Qasem is a registered investment advisor at Azzad Asset Management, INC., based in Falls Church, VA, with 21 years of industry experience. Bashar 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 1,543 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,543 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $2.0M1.50%
$2.0M - $4.0M1.40%
$4.0M - $10.0M1.30%
$10M+1.20%

Fees are inclusive of brokerage, custodial, investment management, and advisory services. Fees may be subject to negotiation depending on circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3141 Fairview Park Dr., Suite 355, Falls Church, VA, 22042

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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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Other Business Activities

Bashar is the President, CEO, and shareholder of Azzad Asset Management, Inc., an investment advisory firm. He also serves as a Director and Chairman of Azzad Funds since December 2000.

Employment History
Current Registrations
Azzad Asset Management, INC.
March 2004 - Present · 22 yrs 1 mo
State Registrations1 state
VA
Advisor

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Exams
No exam information available for this advisor.