Nalin Bhatt is a registered investment advisor at Fireplace Financial INC, based in Murrieta, CA, with 22 years of industry experience. Nalin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 19 clients with $4.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fireplace Financial Inc. uses Morningstar Managed Portfolios for asset management. The total annual fee, covering both Morningstar's and Fireplace Financial's services, is a percentage of your portfolio:
- First $500,000: Up to 1.50%
- Next $500,000: Up to 1.20%
- Next $1,000,000: Up to 1.00%
- Over $2,000,000: Up to 0.55%
Location
Murrieta, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nalin is a 100% owner and accountant at Accurate Accounting CPA, providing bookkeeping and tax preparation services since 2000. He dedicates a full-time workload to this activity, including during trading hours.
Employment History
Current Registrations
Fireplace Financial INC
Previous Registrations
SA Stone Wealth Management INC.Broker
SA Stone Investment Advisors INC.
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Gold Coast Securities, INC.
Gold Coast Securities, 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.