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Taimur Qadir

M&a Wealth
22 Years of Experience
Houston, TX
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Taimur Qadir is a registered investment advisor at M&a Wealth, based in Houston, TX, with 22 years of industry experience. Taimur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 7 more. Their firm serves 98 clients with $18M in assets under management.

M&a Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
98 clients
Average Client Portfolio
$185K average
Assets Under Management
$18.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.85%
$500K - $1.0M1.75%
$500K - $7.5M1.25%
$1.0M - $2.5M1.50%
$2.5M - $5.0M1.35%
$5.0M - $10.0M1.15%
$10.0M - $20.0M1.00%
$20M+0.85%

Fees are negotiable. Accounts from the same household are aggregated for fee calculation purposes.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4545 Post Oak Pl Dr, Suite 205D, Houston, TX, 77027

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History

Regulatory History (1)
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Judgment / Lien
February 2017
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Taimur is an insurance agent at P&C Life Insurance Agency, LLC, selling insurance and annuity products for financial planning. This takes about a quarter of his time.

Employment History
Current Registrations
M&a Wealth
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Brokers Financial
May 2019 - December 2021 · 2 yrs 7 mos
Brokers International Financial Services, LLC.Broker
May 2019 - December 2021 · 2 yrs 7 mos
Brokers Financial
May 2019 - May 2019 · 0 mos
Park Avenue Securities LLC
January 2019 - June 2019 · 5 mos
Park Avenue Securities LLCBroker
April 2015 - June 2019 · 4 yrs 2 mos
Nylife Securities LLCBroker
March 2011 - January 2015 · 3 yrs 10 mos
Metlife Securities INC.Broker
January 2002 - December 2010 · 8 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
January 2002 - July 2007 · 5 yrs 6 mos
State Registrations1 state
TX
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.
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