Mansoor Ahmad
Mansoor Ahmad is a registered investment advisor at Global Hill Wealth Advisors LLC, based in Monroe, CT, with 11 years of industry experience. Mansoor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 6 clients with $1.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Global Hill Wealth charges a percentage of your portfolio annually, ranging from 1.00% to 2.00%. The exact percentage depends on the complexity of your situation, the amount they manage, and your overall relationship with Global Hill. Fees are paid monthly, quarterly, or semi-annually in advance. Fees may be negotiable.
Location
Monroe, CT
Get directionsHistory
Regulatory History (3)
Financial
May 2020Financial
May 2020Financial
May 2020Other Business ActivitiesSells Insurance
Mansoor is an insurance agent involved in insurance sales since February 2022. This activity takes about 10% of his time.
Employment History
Current Registrations
Global Hill Wealth Advisors LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations2 states
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.