Muhammad Uddin is a registered investment advisor at Crescent Investment Solutions LLC, based in Plano, TX, with 1 years of industry experience. Muhammad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2 clients with $45K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
4740 14th Street, Plano, TX, 75074
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Regulatory History
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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Muhammad works full-time as a Digital Technology Specialist for Microsoft.
Employment History
Current Registrations
Crescent Investment Solutions LLC
State Registrations1 state
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