Mohammed Khalid
Mohammed Khalid is a registered investment advisor at Nabata Investment Group, LLC, based in Mountlake Terrace, WA, with 3 years of industry experience. Mohammed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees may be negotiable with individual clients based on complexity, financial needs, income level, relationships with other clients, expectation of future assets under management, and other factors.
Fee Estimator
Location
Mountlake Terrace, WA
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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 works as an owner-operator for Uber, dedicating about a quarter of his time. He is also a Principal and Educational Consultant for Golden Orchard Group, LLC, spending a few hours per week on this activity.
Employment History
Current Registrations
Nabata Investment Group, LLC
Previous Registrations
Symetra Securities, INC.Broker
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.