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CFP
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CFP

Michael Muhareb

LPL Financial LLC
17 Years of Experience
Fresno, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Muhareb is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fresno, CA, with 17 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

465 E. Fir Ave Suite 105, Fresno, CA, 93720-2975

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael sells non-variable insurance, dedicating about 10-20% of his time. He also owns Muhareb Wealth Management Group, Inc. and operates under the DBAs Muhareb Wealth and Muhareb Wealth Management, dedicating about 10-20% of his time to these investment-related activities. Additionally, Michael owns rental real estate properties, spending minimal time on these activities.

Employment History
Current Registrations
LPL Financial LLC
May 2010 - Present · 16 yrs 5 mos
LPL Financial LLCBroker
May 2010 - Present · 16 yrs 5 mos
Previous Registrations
Princor Financial Services Corporation
June 2009 - May 2010 · 11 mos
Princor Financial Services CorporationBroker
March 2009 - May 2010 · 1 yr 2 mos
State Registrations21 states
ALARAZCACOFLIDILINKSMTNENJNVNYOKORTNTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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