Michael Muhareb
Michael Muhareb is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fresno, CA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
465 E. Fir Ave Suite 105, Fresno, CA, 93720-2975
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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
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
LPL Financial LLCBroker
Previous Registrations
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations21 states
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