Mohammed Merchant is a registered investment advisor at Inaeya Wealth Management LLC, based in Irving, TX, with 5 years of industry experience. Mohammed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 80 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1000K | 0.60% |
| $1M+ | 0.50% |
Fees may be negotiable. Minimum assets under management are $100,000 except legacy accounts.
Fee Estimator
Location
Irving, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Inaeya Wealth Management LLC
State Registrations1 state
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