Hasan Iqbal is a CFA-designated registered investment advisor at Elitegate Wealth, LLC, based in Pflugerville, TX. Hasan 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, High Net Worth, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable. Total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 3.00% annually.
Fee Estimator
Location
Pflugerville, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Elitegate Wealth, LLC
State Registrations1 state
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