Khalid Usmani is a registered investment advisor at One Oak, based in Cabin John, MD, with 7 years of industry experience. Khalid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
Cabin John, MD
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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
Khalid is the president of MIU Partners LLC, an independent property & casualty and life insurance agency. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
One Oak
Previous Registrations
One Oak
Allstate Financial Services, LLCBroker
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
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.