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Ibrahim Sarker

6 Years of Experience
New Hyde Park, NY

Ibrahim Sarker is a registered investment advisor at Bull Harbor Capital LLC., based in New Hyde Park, NY, with 6 years of industry experience. Ibrahim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 426 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
426 clients
Average Client Portfolio
$833K average
Assets Under Management
$354.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.70%
$5.0M - $10.0M1.40%
$10.0M - $20.0M1.10%
$20M+0.80%

Fees may be negotiable at the sole discretion of the advisor.

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 · 2 yrs 3 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

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Exams
No exam information available for this advisor.
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