Ather Naqi is a registered investment advisor at Ally Invest Advisors, based in Lewisville, TX, with 8 years of industry experience. Ather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 79,943 clients with $1.4B 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 | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
This fee schedule applies to the Personal Advice service. Market-Focused Robo Portfolios have a 0.30% annual fee. Cash-Enhanced Robo Portfolios and Invest Simply portfolios have no advisory fee. Guided Advice has a 0.50% annual fee.
Fee Estimator
Location
2911 Lake Vista Dr, Lewisville, TX, 75067
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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
Ather works as an Associate Specialist for Ally Invest Advisors, supporting both Ally Invest Securities and Ally Invest Advisors. Ather also co-owns rental properties managed by Home River Group, and umpires cricket games for Dallas Cricket League and North Texas Cricket Association.
Employment History
Current Registrations
Ally Invest Advisors
Ally Invest Securities LLCBroker
Previous Registrations
USAA Investment Services CompanyBroker
USAA Investment Services Company
USAA Financial Advisors, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
First Command Advisory Services
First Command Financial Planning, INC.Broker
State Registrations52 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.