Mohamed Keita is a registered investment advisor at Aimcdonnaugh & CO. INC., based in Baldwin, NY, with 7 years of industry experience. Mohamed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 55 clients with $5.9M 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 | 2.50% |
| $250K - $750K | 1.65% |
| $750K - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees negotiable for accounts over $2,000,000. AIM also manages variable annuity products and individual employer-sponsored retirement plans, with fees varying between 0.25% and 1.60%.
Fee Estimator
Location
2425 Grand Ave, Baldwin, NY, 11510
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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
Mohamed works as a registered representative for McDonnaugh Securities, LLC, a securities broker-dealer. This is a full-time commitment during securities trading hours.
Employment History
Current Registrations
Aimcdonnaugh & CO. INC.
Mcdonnaugh Securities LLC
Mcdonnaugh Securities LLCBroker
Previous Registrations
Joseph Stone Capital L.L.C.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
AXA Advisors, LLCBroker
Obsidian Financial Group, LLCBroker
AXA Advisors, 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.