Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees are generally debited from client accounts, with exceptions for held-away accounts like 401(k)s. Fees are negotiable up to a maximum of 1.5% of assets under management, including third-party platform fees, and are billed quarterly in advance. Financial planning fees are fixed or hourly, ranging from $200 to $15,000 (fixed) or $200 to $400+ per hour, depending on complexity. Retirement plan advisory fees are also negotiable up to 1.5% of assets under management and are charged quarterly.
Areas of Practice
Advisor Information
Office location
603 Massachusetts Avenue, Suite 200, Boston, MA, 02118
Get directionsRegulatory 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.
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Mohammad is the co-founder, managing partner, and investment adviser representative of Strengthening Families & Communities, LLC (dba Hoopoe Advisors), dedicating nearly full-time hours to this activity. He also owns rental property, spending minimal time on it.