Sanjay Varshney
Sanjay Varshney is a CFA-designated registered investment advisor at Goldenstone Wealth Management, based in El Dorado Hills, CA, with 5 years of industry experience. Sanjay 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, Retirement Planning. Their firm serves 77 clients with $240M 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 - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Location
5170 Golden Foothill Parkway, El Dorado Hills, CA, 95762
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Sanjay is a professor teaching managerial/corporate finance at Sacramento State since 2015. This takes about a quarter of his time, but none during trading hours.
Employment History
Current Registrations
Goldenstone Wealth Management
State Registrations2 states
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