Daven Sharma is a CFP-designated registered investment advisor at Abundance Advisers, based in Pleasanton, CA, with 21 years of industry experience. Daven 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 17 clients with $9.5M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
5700 Stoneridge Mall Road., Suite 360, Pleasanton, CA, 94588
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
Daven is an independent insurance agent with Abundance Insurance Solutions, taking about a quarter of his time. He also works for Sharma & Davis CPAs, Davis & Company, Academy of Financial Planning, Truekarma.org, and Upscale Stays LLC, dedicating varying amounts of time to each.
Employment History
Current Registrations
Abundance Advisers
Previous Registrations
Naylor & Company
Abundance Advisers
Genworth Financial Advisers Corporation
State Registrations1 state
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.