Fahad Hasan
Fahad Hasan is a CFA-designated registered investment advisor at Wealthedge Investment Advisors LLC, based in New York, NY, with 18 years of industry experience. Fahad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 363 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthEdge charges an annual fee based on a percentage of the value of your portfolio. The fees generally range from 0.2% for fixed income portfolios up to 2.5% for individual and model portfolio management services. A minimum of $50,000 of assets under management is required for this service. WealthEdge's advisory fees are negotiable. WealthEdge's advisory fees for third party managers are not negotiable.
Location
99 Park Ave., Suite 1920, New York, NY, 10016
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Regulatory History (1)
Criminal
September 2000Other Business ActivitiesSells Insurance
Fahad works as an analyst for WealthEdge Investment Advisors, managing asset allocation models, dedicating about half of his time. He also works as an insurance agent servicing legacy contacts, spending minimal time on this activity.
Employment History
Current Registrations
Wealthedge Investment Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.Broker
National Asset Management, INC.
National Securities CorporationBroker
Gunnallen Financial, INC
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
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.