Carrie Quraishi
Carrie Quraishi is a registered investment advisor at Quraishi Wealth Management, based in Jonesboro, AR, with 11 years of industry experience. Carrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 88 clients with $55M 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 - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees may be negotiable. When QWM participates in Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee of up to 0.18%.
Fee Estimator
Location
2915 Browns Lane, Jonesboro, AR, 72401
Get directionsHistory
Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carrie is an owner/lawyer at Quraishi Law Firm PLLC since 2013, spending about 10-20% of her time on this activity. She is also an independent insurance agent since 2017, dedicating about 10-20% of her time to insurance product sales.
Employment History
Current Registrations
Quraishi Wealth Management
Previous Registrations
Sofos Investments, INC.
Pollock Advisory Group INC
Raymond James Financial Services Advisors, INC
Wells Fargo Advisors, LLC
State Registrations2 states
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.