Mursaleen Tariq
Advisor at Peace of Mind Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Peace of Mind Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Raleigh, NC 27607
Credentials
CFP®, Series 65
Industry experience
12 years
Mursaleen Tariq is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently a member of Peace of Mind Wealth Management, a team-based registered investment advisor in Raleigh, NC, and has previously worked at Reutemann Financial Solutions and Diversified Estate Services. Tariq is involved in management and administrative duties for FKM Developers LLC, a real estate and land development business, and participates in tax preparation services through POM Tax Strategies, LLC. Peace of Mind Wealth Management serves individuals, trusts, foundations, corporations, and charitable organizations, managing approximately $283 million across 324 client relationships. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation, using a combination of internal and external model managers and a variety of investment vehicles.
Based on Peace of Mind Wealth Management
Based on Peace of Mind Wealth Management
Fixed fees for standalone financial planning ranging from $2,500 to $10,000.
Hourly rate of $350/hour used for proration upon financial planning agreement termination.
Account minimum: $800,000 Minimum fee: Clients with assets under $800,000 pay a fixed fee of $12,000 per year until minimum portfolio requirement is met. Fee-only: Standalone financial planning services offered as fixed fees ranging from $2,500 to $10,000.
4101 Lake Boone Trail, Suite 111
Raleigh, NC 27607
North Carolina · Texas
POM Investment Strategies, LLC
2021 - Present (5 years)
Peace Of Mind Wealth Management, LLC
2020 - Present (6 years)
Reutemann Financial Solutions, Inc.
2012 - 2021 (9 years)
Diversified Estate Services
2012 - 2020 (8 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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