Mohammad Saeed Rahman

Rubicon Global Group, Rubicon Global Advisors

41 Years of Experience

4 Disclosures

View SEC Summary

Areas of Practice

Investment Management

Rubicon Global Group, Rubicon Global Advisors

Compensation

Fee-Only (AUM)

Firm Size

1 advisor

Number of Clients

65 clients

Average Client Portfolio

$462K average

Assets Under Management

$30.0M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

7100 SW Hampton St, Suite 202, Portland, OR, 97223

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Investigation

December 2002

Customer Dispute

July 2002

Settled

Customer Dispute

October 2000

Award / Judgment

Employment Separation After Allegations

October 1992

View Full SEC Report How to Read Disclosures

Other 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.