Mohammad Popal
Mohammad Popal is a registered investment advisor at Solid State Wealth Advisory Group, based in Lake Forest, CA, with 15 years of industry experience. Mohammad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual advisory fees generally range from 0.50% to 2.50% of assets under management and are negotiable based on the scope and complexity of services.
Fee Estimator
Location
Lake Forest, CA
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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
Mohammad is a freelance photographer, spending a few hours per week on this activity. He also operates his LPL business under the DBA Financial Advocates, dedicating full-time hours. Additionally, Mohammad provides investment advisory services through Financial Advocats Investment Management, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Solid State Wealth Advisory Group
Previous Registrations
LPL Financial LLC
Financial Advocates Investment Management
LPL Financial LLC
LPL Financial LLCBroker
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.
Exams
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