Sanjay Pawar is a CFA, CFP-designated registered investment advisor at Bluesphere Advisors LLC, based in East Norriton, PA, with 20 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, Investment Management, Retirement Planning. Their firm serves 482 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bluesphere Advisors charges an annual investment advisory fee ranging from 0.50% to 1.75% of your portfolio, depending on the size and complexity of your account. Fees are billed monthly or quarterly. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. These fees do not include brokerage and custody fees charged by the custodian.
Location
2108 Dekalb Pike, East Norriton, PA, 19401
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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
Sanjay owns commercial real estate in East Norriton, PA since May 2015. This activity is not investment-related.
Employment History
Current Registrations
Bluesphere Advisors LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.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.