FL
FL

Fahd Lakhani

13 Years of Experience
Sugar Land, TX

Fahd Lakhani is a registered investment advisor at Quantact Capital Advisors LLC, based in Sugar Land, TX, with 13 years of industry experience. Fahd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$1.8M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is negotiable based on the size of the account. Accounts may be aggregated to achieve a lower fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Sugar Land, TX

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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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Employment History
Current Registrations
Quantact Capital Advisors LLC
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Quantact Capital Advisors LLC
August 2013 - December 2016 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2010 - April 2012 · 1 yr 6 mos
State Registrations1 state
TX
Advisor

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.