Bilal Aquil
Bilal Aquil is a registered investment advisor at Momentum Financial Strategies, LLC, based in Stafford, TX, with 8 years of industry experience. Bilal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 23 clients with $1.2M 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 | 1.50% |
Fees are negotiable.
Fee Estimator
Location
12603 Southwest Frwy, Suite 640, Stafford, TX, 77477
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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
Bilal is a director at Momentum Financial Strategies, LLC, dedicating nearly full-time hours to insurance sales and service, specifically fixed insurance products. He also founded several other businesses including a computer hardware design company, an insurance sales company, a home builder, a rental property management company, and is involved with business management consulting, private lending, and a basketball summer camp.
Employment History
Current Registrations
Momentum Financial Strategies, LLC
Previous Registrations
Momentum Financial Strategies, LLC
Ae Wealth Management, LLC
Regal Investment Advisors LLC
Planmember Securities Corporation
State Registrations1 state
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