EF
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Eldin Feratovic

4 Years of Experience

Eldin Feratovic is a registered investment advisor at Wahed, based in Brooklyn, NY, with 4 years of industry experience. Eldin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23,287 clients with $840M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
23,287 clients
Average Client Portfolio
$36K average
Assets Under Management
$842.6M

Fee Structure

Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $100K0.49%
$100K+0.49%

Clients with less than $100,000 assets under management also pay an annual fixed fee of $60. Fees may be negotiable. Wrap Fee is waived for the portion of client portfolios that are invested in the Wahed Funds.

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

Brooklyn, 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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Other Business Activities

Eldin is a board member, secretary, and treasurer for All Bosniak-American Society, Inc., a non-profit organization providing community services. He dedicates minimal time to this role.

Employment History
Current Registrations
Wahed
August 2024 - Present · 1 yr 8 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2020 - July 2022 · 2 yrs 6 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
Eldin Feratovic - Financial Advisor | TrueAdvisor