Rahimul Taher is a CFP-designated registered investment advisor at Taher Financial Planning, based in Brooklyn, NY, with 4 years of industry experience. Rahimul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 8 clients with $110K 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.90% |
Fees are negotiable. TFP also offers investment advisory services through third-party money managers (Betterment for Advisors) for a fee based on the value of the account: - $0 - $500,000: 0.50% - $500,000 - $1,000,000: 0.45% - $1,000,000 and Above: 0.40% This fee includes the third-party manager's fee.
Fee Estimator
Contact
Rahimul Taher
Location
147 Prince St, Brooklyn, NY, 11201
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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
Rahimul is involved in tax preparation services through Taher Tax.
Employment History
Current Registrations
Taher Financial Planning
State Registrations1 state
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
Additional Information
My name is Rahimul Taher, CFP®,EA. Because of my comprehensive understanding of finance, tax, and accounting, I am able to offer one-stop-shop financial services throughTAHER FINANCIAL PLANNING & TAHER TAX.