Abdul Khaliq is a registered investment advisor at Bcg Securities, INC., based in Princeton, NJ, with 15 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,963 clients with $740M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,963 clients
Average Client Portfolio
$377K average
Assets Under Management
$740.0M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiated on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Princeton, NJ
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
April 2018Employment History
Current Registrations
Bcg Securities, INC.
May 2018 - Present · 7 yrs 11 mos
Bcg Securities, INC.
May 2018 - Present · 7 yrs 11 mos
Bcg Securities, INC.Broker
May 2018 - Present · 7 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2010 - May 2018 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2010 - May 2018 · 7 yrs 9 mos
State Registrations8 states
CAFLMDNJNYPATXVA
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.