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Elijah Muhammad

14 Years of Experience
Houston, TX
1 DisclosureBroker

Elijah Muhammad is a registered investment advisor at Primerica Advisors, based in Houston, TX, with 14 years of industry experience. Elijah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3793 advisors
Number of Clients
54,384 clients
Average Client Portfolio
$205K average
Assets Under Management
$11.2B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.24%
$250K - $500K2.21%
$500K - $1.0M2.02%
$1.0M - $3.0M1.88%
$3.0M - $5.0M1.70%
$5.0M - $10.0M1.55%
$10.0M - $15.0M1.45%
$15.0M - $25.0M1.20%
$25M+1.10%

The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11767 Katy Fwy, Suite 515, Houston, TX, 77079

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History

Regulatory History (1)
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Financial
May 2023
Final
Other Business Activities

Elijah sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for loan products and referrals.

Employment History
Current Registrations
Primerica Advisors
July 2023 - Present · 2 yrs 10 mos
PFS Investments INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
PFS Investments INC.Broker
August 2011 - February 2023 · 11 yrs 6 mos
State Registrations8 states
AZFLGAILINNYOHTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Elijah Muhammad - Financial Advisor | TrueAdvisor