Paminder Gujral is a registered investment advisor at Robert Gujral CPA, based in Villa Park, CA, with 8 years of industry experience. Paminder operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 53 clients with $35M 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 $1.0M | 1.00% |
| $1M+ | 0.80% |
One elderly client pays 0.50% per year, and certain related clients pay no fee.
Fee Estimator
Location
Villa Park, CA
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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.
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Paminder practices as a Certified Public Accountant in California, preparing financial statements and tax returns. She dedicates a few hours per week to her CPA practice, with more time spent during tax season.
Employment History
Current Registrations
Robert Gujral CPA
Previous Registrations
Robert Gujral CPA
State Registrations1 state
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