NE
CFP
NE
CFP

Noorjahan Enayat

13 Years of Experience
Centreville, VA
Sells Insurance

Noorjahan Enayat is a CFP-designated registered investment advisor at Xml Financial Group, based in Centreville, VA, with 13 years of industry experience. Noorjahan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,944 clients with $3.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
2,944 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$3.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $4.0M0.90%
$4.0M - $5.0M0.80%
$5.0M - $6.0M0.70%
$6.0M - $7.0M0.60%
$7.0M - $8.0M0.50%
$8.0M - $9.0M0.40%
$9.0M - $10.0M0.30%
$10.0M - $20.0M0.20%
$20M+0.10%

Fees are negotiable. Advisors may apply a fixed annual management fee of 1.25% or higher for households with lower asset levels or those requiring elevated servicing.

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

Centreville, VA

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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

Noorjahan works as an insurance agent for non-securities based products since 2013. This activity requires minimal time.

Employment History
Current Registrations
Xml Financial Group
October 2016 - Present · 10 yrs
Previous Registrations
LPL Financial LLC
January 2014 - October 2016 · 2 yrs 9 mos
LPL Financial LLCBroker
January 2014 - October 2016 · 2 yrs 9 mos
Finigan Financial Services, LLC
March 2013 - January 2014 · 10 mos
Royal Alliance Associates, INC.Broker
November 2012 - February 2014 · 1 yr 3 mos
State Registrations4 states
CAMDTXVA
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.
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