Syed Rizvi is a registered investment advisor at Alphaq Advisors, based in Winter Park, FL, with 19 years of industry experience. Syed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Retirement Planning. Their firm serves 87 clients with $91M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.45% |
Fees are negotiable above $50,000,000. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
941 W. Morse Blvd., Suite 100, Winter Park, FL, 32789
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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 →Employment History
Current Registrations
Alphaq Advisors
Previous Registrations
Alphaq Advisors
State Registrations2 states
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