Ahmed Farhan is a registered investment advisor at Wingate Capital Advisors LLC, based in Tulsa, OK, with 8 years of industry experience. Ahmed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 34 clients with $2.4M 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 $100K | 1.75% |
| $100K - $500K | 1.60% |
| $500K - $801K | 1.40% |
| $801K - $2.0M | 0.95% |
| $2M+ | 0.75% |
Minimum fee of $1,500 may be waived. Family accounts may be combined to reach breakpoints.
Fee Estimator
Location
8143 E. 11th Street, Tulsa, OK, 74112
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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
Wingate Capital Advisors LLC
State Registrations1 state
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