Salma Abdulla is a CFA-designated registered investment advisor at Parsonex Advisory Services, INC., based in New York, NY, with 20 years of industry experience. Salma operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 609 clients with $170M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
Fee Estimator
Location
575 Lexington Avenue / 17th Floor, New York, NY, 10022
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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 Activities
Salma volunteers as Vice President for the Insight Meditation Society, overseeing the endowment which includes investment activities. She is also employed by Parsonex Enterprises, Inc. as a Portfolio Manager, and spends minimal time on her volunteer work.
Employment History
Current Registrations
Parsonex Securities, INC.
Parsonex Advisory Services, INC.
Parsonex Securities, INC.Broker
E. Magnus Oppenheim & CO. INC.
Previous Registrations
E. Magnus Oppenheim & CO. INC.Broker
State Registrations2 states
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