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 Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 91 clients with $8M 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 $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.50% |
This fee schedule is for Model Portfolio management. Standard portfolio management fees are higher.
Fee Estimator
Location
4545 Post Oak Pl Dr, Suite 205D, Houston, TX, 77027
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2017Other 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
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Brokers Financial
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Nylife Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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.