Rafik Ghazal
Rafik Ghazal is a registered investment advisor at Guardian Solutions, based in Cherry Hill, NJ, with 13 years of industry experience. Rafik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 8 clients with $1.2M 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 | 3.00% |
| $500K - $1.0M | 2.50% |
| $1M+ | 1.75% |
Management fee may be negotiable in certain situations when other forms of compensation are involved.
Fee Estimator
Location
Cherry Hill, NJ
Get directionsHistory
Regulatory History (1)
Criminal
May 2005Other Business ActivitiesSells Insurance
Rafik's current business activities largely involve the sale of life and health insurance policies on an independent basis.
Employment History
Current Registrations
Guardian Solutions
Previous Registrations
Guardian Solutions
State Registrations1 state
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.