Rakaan Kayali is a CFA-designated registered investment advisor at Halal Alpha, based in Frisco, TX. Rakaan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Qualified clients also pay a performance-based fee of 25% of capital appreciation, in addition to 0.00% of assets under management.
Fee Estimator
Location
Frisco, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Halal Alpha
State Registrations1 state
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