Mahamed Moubarak is a CFP-designated registered investment advisor at Munn Wealth Management, LLC, based in Maumee, OH. Mahamed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 796 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Munn Wealth Management's investment management fees are negotiable but generally range from 0.50% to a maximum of 2.00% of the value of your portfolio per year. This fee is in addition to any fees payable to other managers, including Camelot Portfolios. Fees are typically debited directly from your account on a quarterly or monthly basis, depending on the custodian.
Location
1700 Woodlands Drive, Suite 100, Maumee, OH, 43537
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mahamed holds health and life insurance licenses in Michigan and Ohio, and a life insurance license in Illinois. He spends minimal time on this activity, usually during securities trading hours.
Employment History
Current Registrations
Munn Wealth Management, LLC
State Registrations2 states
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.