Omar Rajjoub
Omar Rajjoub is a registered investment advisor at Arete Wealth Advisors, LLC, based in Jersey City, NJ, with 10 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,426 clients with $2.7B 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 $249K | 3.00% |
| $249K - $750K | 2.50% |
| $750K - $1.5M | 2.00% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable. A $50,000 initial minimum account balance is generally required, but may be waived.
Fee Estimator
Location
30 Montgomery Street, Suite 1201, Jersey City, NJ, 07302
Get directionsHistory
Regulatory History (2)
Judgment / Lien
November 2017Criminal
August 2012Other Business Activities
Omar is a registered representative with Hudson Point Capital since 2018, dedicating full-time hours during trading hours to investments. This activity is investment-related.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
National Securities CorporationBroker
First Standard Financial Company LLCBroker
National Securities CorporationBroker
Hfp Capital Markets LLCBroker
National Securities CorporationBroker
State Registrations22 states
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.