MG
CFP
MG
CFP

Muhammed-Kabeer Gbaja-Biamila

12 Years of Experience
Appleton, WI

Muhammed-Kabeer Gbaja-Biamila is a CFP-designated registered investment advisor at Atlantis Wealth Advisors LLC, based in Appleton, WI, with 12 years of industry experience. Muhammed-Kabeer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Medicare Planning, and 2 more. Their firm serves 338 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
338 clients
Average Client Portfolio
$444K average
Assets Under Management
$150.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally range from 0.50% to 2.00% per year and are negotiable based on account size and complexity.

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

4321 W. College Avenue, Suite 200, Appleton, WI, 54914

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Atlantis Wealth Advisors LLC
December 2018 - Present · 7 yrs 10 mos
Previous Registrations
Vestura, LLC
March 2014 - October 2014 · 7 mos
Vestura, LLC
March 2014 - December 2018 · 4 yrs 9 mos
State Registrations2 states
TXWI
Advisor

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.
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