Mohammed Ghouri is a registered investment advisor at Turner Financial Group, INC., based in Syosset, NY, with 10 years of industry experience. Mohammed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 620 clients with $230M 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 $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.75% |
Legacy and grandfathered schedule shown. Standard fees are negotiable up to 2.0% annually. Accounts also subject to an administrative fee of up to $7.25 per month.
Fee Estimator
Location
Syosset, NY
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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
Mohammed is the Director of Alumni Relations Office and a board member at NYU's Tandon School of Engineering, and a board advisor for Future First Energy. He spends minimal time on each of these non-investment related activities.
Employment History
Current Registrations
Turner Financial Group, INC.
Previous Registrations
Claraphi Advisory Network, LLC
Andalus Capital, LLC
State Registrations1 state
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Exams
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