EF
EF

Eldin Feratovic

4 Years of Experience
Brooklyn, NY

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, Retirement Planning, Socially Responsible Investing. Their firm serves 30,683 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
30,683 clients
Average Client Portfolio
$42K average
Assets Under Management
$1.3B

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%

Accounts under $100,000 also pay an annual fixed fee of $60. Fees are assessed on a daily basis. Fees may be negotiable.

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 · 2 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2020 - July 2022 · 2 yrs 6 mos
State Registrations1 state
NY
Advisor

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Exams
No exam information available for this advisor.
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