Mohammad Rahman
Mohammad Rahman is a registered investment advisor at Rubicon Global Group, Rubicon Global Advisors, based in Portland, OR, with 41 years of industry experience. Mohammad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 65 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees on assets in excess of $5,000,000 are negotiable.
Fee Estimator
Location
7100 SW Hampton St, Suite 202, Portland, OR, 97223
Get directionsHistory
Regulatory History (4)
Investigation
December 2002Customer Dispute
July 2002Customer Dispute
October 2000Employment Separation After Allegations
October 1992Other Business Activities
Mohammad is the founder and president of the Institute of Halal Investing and the One Ummah Foundation. He has also served as an adjunct lecturer for Portland State University and may do so again in the future.
Employment History
Current Registrations
Rubicon Global Group, Rubicon Global Advisors
Previous Registrations
Rubicon Global Asset Management, LLC
Rubicon Global Asset Management, LLC
Baker Ellis Asset Management LLC
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.