BM

Basam Mushtaq Malik

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
36 advisors
Number of Clients
2,803 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$4.3B

Fee Structure

Hourly Rate:Up to $1,500/hr

Rehmann Wealth charges an annual fee based on a percentage of assets managed, assessed quarterly in advance. Fees vary between 0.00% and 2.50% based on the value of assets, the advisor, the type of service, and the client's relationship with the advisor. Financial planning and consulting services are offered for fixed or hourly fees (up to $1500/hour), or via a quarterly retainer. Some advisors may have minimum account sizes or quarterly fees. Fees may be negotiable on a case-by-case basis.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

4086 Legacy Parkway, Lansing, MI, 48911-4261

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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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Other Business Activities

Basam works as an IAR for Rehmann Capital Advisory Group and a registered representative for Rehmann Financial Network, dedicating full-time and about a quarter of his time, respectively. He also works as a paid on-call firefighter, owns a firearm training business, and is a consultant/owner for a property development LLC.

Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
February 2019 - Present · 6 yrs 11 mos
Rehmann Wealth
July 2013 - Present · 12 yrs 6 mos
Previous Registrations
Royal Alliance Associates, INC. Broker
March 2013 - December 2017 · 4 yrs 9 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.