Mursaleen Tariq
Mursaleen Tariq is a CFP-designated registered investment advisor at Peace of Mind Wealth Management, based in Raleigh, NC, with 12 years of industry experience. Mursaleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 242 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
POM charges a percentage of your portfolio each year, not to exceed 2.00%. Clients with less than $800,000 pay a fixed fee of $12,000 per year until they meet the minimum. Fees are billed monthly based on the average daily balance. POM may aggregate household accounts to determine the advisory fee. The fee charged to the client will not increase due to the annual fee POM pays to AEWM, the fee is paid from the portion of the management fee retained by POM.
Location
4101 Lake Boone Trail, Suite 111, Raleigh, NC, 27607
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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
Mursaleen does advisory business for Reutemann Financial Solutions, Inc and is a partner in FKM Developers LLC, a real estate/land development company, dedicating a few hours per week to it. Mursaleen also sells fixed insurance products.
Employment History
Current Registrations
Peace of Mind Wealth Management
Previous Registrations
Research Financial Strategies
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.