Rizwan Ibrahim is a CFA, CFP-designated registered investment advisor at Accretive Wealth Management, LLC, based in San Ramon, CA, with 5 years of industry experience. Rizwan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 548 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Location
12657 Alcosta Boulevard, Suite 150, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Accretive Wealth Management, LLC
State Registrations1 state
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