Abdul-Majid Hasan is a registered investment advisor at Rock One Advisors, LLC, based in Milton, GA, with 13 years of industry experience. Abdul-Majid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 29 clients with $3.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.40% |
| $750K - $1000K | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000. In cases where a client does not meet our minimum requirement of assets under management, we may charge based on the percentage of assets or a minimum annual fee of $3,600 ($900 quarterly), whichever is greater, never to exceed 3.00% of the aggregate balance under our management.
Fee Estimator
Location
Milton, GA
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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 Activities
Abdul-Majid receives royalties from music copyrights sold between 2002 and 2006. He devotes minimal time to this activity, only collecting royalties quarterly or semi-annually.
Employment History
Current Registrations
Rock One Advisors, LLC
Previous Registrations
Rock One Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations3 states
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