Uttam Bharwani is a registered investment advisor at Sagepro Wealth Management, based in Chantilly, VA, with 9 years of industry experience. Uttam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 24 clients with $15M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable and depend on the type and complexity of the services employed as well as the size of the account or overall client relationship. Performance-based fees are also charged to qualified clients.
Fee Estimator
Location
Chantilly, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sagepro Wealth Management
Previous Registrations
Lincoln Financial Advisors Corporation
American Express Financial Advisors, INC.
State Registrations1 state
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