Sulaiman Parwiz is a registered investment advisor at Golden Lion Wealth Management, LLC, based in Concord, CA, with 8 years of industry experience. Sulaiman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 58 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Maximum annual fee charged for Comprehensive Portfolio Management will not exceed 1.40%. Fees are negotiable.
Fee Estimator
Location
Concord, CA
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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 →Employment History
Current Registrations
Golden Lion Wealth Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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