MH
MH

Munib Haddad

27 Years of Experience
Broker

Munib Haddad is a registered investment advisor at Sunstreet Securities, LLC, based in Avondale, AZ, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 48 clients with $5.9M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
48 clients
Average Client Portfolio
$123K average
Assets Under Management
$5.9M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $750K2.50%
$750K - $2.0M2.00%
$2M+1.50%

Fees are negotiable and may vary based on the amount of assets, financial complexity, and overall services needed.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10320 W. Mcdowell Rd, Bldg F, Suite 6018, Avondale, AZ, 85392

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History

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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Employment History
Current Registrations
Sunstreet Securities, LLC
November 2007 - Present · 18 yrs 5 mos
Sunstreet Securities, LLCBroker
July 2007 - Present · 18 yrs 9 mos
Previous Registrations
Quest Capital Strategies, INC.
October 2002 - July 2005 · 2 yrs 9 mos
Quest Capital Strategies, INC.Broker
November 1997 - July 2005 · 7 yrs 8 mos
National Discount BrokersBroker
April 1996 - March 1997 · 11 mos
Edward D. Jones & CO., L.P.Broker
September 1995 - February 1996 · 5 mos
Chatfield Dean & CO., INC.Broker
April 1995 - June 1995 · 2 mos
State Registrations10 states
AZDCFLINNHNMNVOHTXUT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.