Akbar Kassam
Akbar Kassam is a registered investment advisor at Proactive Wealth Strategies, LLC, based in Marietta, GA, with 24 years of industry experience. Akbar 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 442 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable and may be higher or lower based on the nature of the account and the origin of the client. Financial planning fees are included in the asset management fee.
Fee Estimator
Location
533 Johnson Ferry Road Bldg. C, Suite 100, Marietta, GA, 30068
Get directionsHistory
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
Akbar co-owns PWS Real Estate, LLC, a real estate rental business, and spends minimal time on it. He is also an agent for non-variable insurance, dedicating minimal time, and a member of New Jubilee Investors LLC, a for-profit business, spending minimal time. Finally, he operates his LPL business under the DBA Proactive Wealth Strategies, LLC, spending minimal time during securities trading.
Employment History
Current Registrations
Proactive Wealth Strategies, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Triad Advisors, INC.Broker
Multi-Financial Securities CorporationBroker
New England SecuritiesBroker
Woodbury Financial Services, INC.Broker
State Registrations17 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.