Sharif Muhammad
Sharif Muhammad is a CFP, PFS-designated registered investment advisor at Unlimited Capital Advisors LLC, based in Somerset, NJ, with 16 years of industry experience. Sharif 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, and 1 more. Their firm serves 13 clients with $4.3M 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 $333K | Included |
| $333K - $500K | 1.50% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Recommended for hourly, “Pay As You Go” services at our hourly rate ranging from $175 to $400 based on the scope and complexity of the services provided for assets under $333,000.
Fee Estimator
Location
Somerset, NJ
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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 ActivitiesSells Insurance
Sharif is a managing member of JMG CPAs & Advisors LLC, the CEO of Unlimited Risk Advisors LLC (an insurance company) and Unlimited Financial Group Inc (a holding company), a finance committee member at St. Benedict's Preparatory School, a board member and treasurer at the Association of African American Financial Advisors, and an Associate Professor at NYU. He dedicates about 10-20% of his time to Unlimited Risk Advisors LLC, minimal time to Unlimited Financial Group Inc and St. Benedict's Preparatory School, and a few hours per week to the Association of African American Financial Advisors and NYU.
Employment History
Current Registrations
Unlimited Capital Advisors LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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