Roshani Pandey is a registered investment advisor at True Root Financial, based in San Francisco, CA, with 18 years of industry experience. Roshani operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 34 clients with $40M 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 | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.55% |
| $5M+ | 0.55% |
The fee for on-going planning and asset management services includes a negotiated up-front fee of $600 to $2,000, which may be above or below this range depending on the scope and complexity as well as the amount of time and expertise required. The up-front fee is followed by a tiered fee schedule with a minimum annual combined fee that is generally not less than $3,000. Altruist Model Marketplace: 0% to 1.00%. Altruist Tax Optimized Managed Accounts: 0% to 1.00%.
Fee Estimator
Location
San Francisco, 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.
Learn about disclosures →Other Business Activities
Roshani is the treasurer for the Global Nepali Professional Network, a professional development organization, since 2021. She spends minimal time on this role, keeping the books and tracking payments.
Employment History
Current Registrations
True Root Financial
Previous Registrations
Bessemer Investor Services, INC.Broker
Blackrock Investments, LLCBroker
Goldman, Sachs & CO.Broker
State Registrations2 states
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.