Watch the video to hear a little more about how this resource center can help you leave a lasting legacy.
Thank you for choosing and trusting Quraishi Law and Wealth.
We get paid in two ways.
First, we charge a one-time flat fee for your initial plan.
Second, we charge an advisory fee for providing custom, well-designed portfolios tailored to your own individual risk and for ongoing financial planning.
We do not receive commissions for buying or selling stocks or mutual funds.
Moreover, we do not receive any back-end or trail fees from mutual fund companies. We do not charge on performance, or on the types of securities or positions in your investment account.
We aim to keep our interests aligned with yours: as your account grows, so do we.
We specially tailor investment strategies and plans to your unique situation, goals, and investment personality.
We understand there are some things you can’t control, but some things you can. One of the things you can control are the fees you have to pay. We want to be right up front and have transparency in how we get paid for the time, experience, knowledge and work on your behalf.
While there are many things that are unique to you and your retirement planning, we have also found a lot of common concerns like; not running out of money, not overpaying taxes, and not losing money. We work together to develop a plan that helps instill confidence and not concern.
Advisory Services
We administer a 1.00% to 1.50% annual advisory fee on all managed accounts held at Altruist, depending on the size of the household accounts.
All estate planning and asset protection planning services are billed at a flat fee, not hourly, so you know exactly how much this type of planning will cost upfront, with no surprises.
For many of our wealth clients, certain estate planning packages are included at no additional cost as part of their "Advisory Services" fee.
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