MH

Munib Said Haddad

27 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
48 clients
Average Client Portfolio
$123K average
Assets Under Management
$5.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Included in AUM fee
Financial Plan Fee:$200 - $5,000
Hourly Rate:$100/hr

SunStreet Securities, LLC charges an annual management fee based on assets under management. The standard fee schedule is 2.75% for assets between $25,000 and $250,000, decreasing to 1.50% for assets over $2,000,000. Fees are negotiable and may vary based on the client's assets, financial complexity, and services needed. They also offer asset review services and written financial plans for an hourly rate of $100 or a flat fee of $200 to $5000 annually, also negotiable. Fees are billed monthly or quarterly. Clients must have at least $25,000 to open an account, but this minimum may be waived at the firm's discretion.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

10320 W. Mcdowell Rd, Bldg F, Suite 6018, Avondale, AZ, 85392

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Sunstreet Securities, LLC
November 2007 - Present · 18 yrs 2 mos
Sunstreet Securities, LLC Broker
July 2007 - Present · 18 yrs 6 mos
Previous Registrations
Quest Capital Strategies, INC.
October 2002 - July 2005 · 2 yrs 9 mos
Quest Capital Strategies, INC.Broker
November 1997 - July 2005 · 7 yrs 8 mos
National Discount BrokersBroker
April 1996 - March 1997 · 11 mos
Edward D. Jones & Co., L.P. Broker
September 1995 - February 1996 · 5 mos
Chatfield Dean & Co., INC.Broker
April 1995 - June 1995 · 2 mos
State Registrations10 states
AZDCFLINNHNMNVOHTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.