Quraishi Wealth Management offers personalized investment management and financial planning services. For managing investment portfolios, Quraishi Wealth Management builds customized strategies based on your goals, time horizon, and risk tolerance, and has the authority to make trades on your behalf. In addition to investment management, Quraishi Wealth Management provides comprehensive financial planning covering budgeting, retirement strategies, tax reduction, estate planning, and risk management. Quraishi Wealth Management also offers standalone ongoing planning for clients with smaller portfolio sizes and can help connect clients with third-party managers when appropriate. The firm operates as a registered investment advisor based in Jonesboro, Arkansas, and is led by Carrie Quraishi, who is also an attorney and independent insurance agent.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are billed monthly based on average daily balance and may be negotiable based on factors such as relationship history, asset composition, and future earning capacity.