IS
IS

Ibrahim Sarker

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
912 clients
Average Client Portfolio
$377K average
Assets Under Management
$344.0M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.70%
$5.0M - $10.0M1.40%
$10.0M - $20.0M1.10%
$20M+0.80%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

New Hyde Park, NY

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bull Harbor Capital LLC.
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Morgan Stanley
July 2019 - January 2024 · 4 yrs 6 mos
Morgan StanleyBroker
June 2019 - January 2024 · 4 yrs 7 mos
State Registrations2 states
MDNY
Advisor
Exams
No exam information available for this advisor.