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Shubham Acharya

1 Year of Experience
Federal Way, WA

Shubham Acharya is a registered investment advisor at Ninja Wealth Advisors, LLC, based in Federal Way, WA, with 1 years of industry experience. Shubham 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, High Net Worth, and 5 more. Their firm serves 8 clients with $5.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$733K average
Assets Under Management
$5.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.85%
$500K - $1.0M0.70%
$1M+0.50%

Fees are generally negotiable. Clients can combine multiple household accounts to receive a lower tiered schedule fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Federal Way, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Shubham works as a Systems Analyst for the U.S. Government, dedicating 32 hours per week to this role. This activity is not investment related.

Employment History
Current Registrations
Ninja Wealth Advisors, LLC
October 2024 - Present · 1 yr 7 mos
State Registrations2 states
VAWA
Advisor

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.

Exams
No exam information available for this advisor.