MH
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Mohammad Hussaini

6 Years of Experience
Tampa, FL

Mohammad Hussaini is a registered investment advisor at Thales Investment Services, INC., based in Tampa, FL, with 6 years of industry experience. Mohammad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $2.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
33 clients
Average Client Portfolio
$89K average
Assets Under Management
$2.9M

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The management fee is negotiable under certain circumstances.

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

10347 Cross Creek Boulevard, Tampa, FL, 33647

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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

Mohammad is the chairman of Purity Foods Group, LLC, a foodservice distributor, dedicating minimal time. He is also a director at Apex Quality Health, a healthcare company, and a VP at American Halal Foundation, a halal consulting agency, spending about half of his time on the latter.

Employment History
Current Registrations
Thales Investment Services, INC.
December 2019 - Present · 6 yrs 5 mos
State Registrations2 states
FLTX
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.
Mohammad Hussaini - Financial Advisor | TrueAdvisor