Roshan Weeramantry
Roshan Weeramantry is a registered investment advisor at Hyphen Wealth Management, based in Lafayette, CA, with 26 years of industry experience. Roshan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 59 clients with $130M 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 | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.45% |
Fees are generally negotiable.
Fee Estimator
Location
3569 Mt. Diablo Blvd., Ste 220, Lafayette, CA, 94549
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
Roshan is a licensed insurance agent and also works as an independent contractor for TriLinc Global, LLC, assisting with strategic sales. Both activities require minimal time commitment.
Employment History
Current Registrations
Hyphen Wealth Management
Previous Registrations
Helium Advisors LLC
Rina Wealth Management Services LLC
Sc Distributors, LLCBroker
AXA Distributors, LLCBroker
Scudder Distributors, INC.Broker
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.
Exams
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