Jaywant Srivatsa is a registered investment advisor at Future Wealth LLC, based in Los Gatos, CA, with 9 years of industry experience. Jaywant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 29 clients with $76M 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 | 0.50% |
| $1.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fee Estimator
Location
235 Oak Meadow Drive, Los Gatos, CA, 95032
Get directionsHistory
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 →Employment History
Current Registrations
Future Wealth LLC
State Registrations3 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.