Adil Mackwani is a registered investment advisor at M&a Wealth, based in Houston, TX, with 8 years of industry experience. Adil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 91 clients with $8M 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 $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.50% |
This fee schedule is for Model Portfolio management. Standard portfolio management fees are higher.
Fee Estimator
Location
4545 Post Oak Pl Dr., Suite 205D, Houston, TX, 77027
Get directionsHistory
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
Adil is an independent insurance agent offering insurance products and services, dedicating about 10% of his time to this activity. He also works as a jeweler and a real estate agent, spending minimal time on each of these roles.
Employment History
Current Registrations
M&a Wealth
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Foresters Financial Services, INC.Broker
State Registrations3 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.