Aradhana Verma
Aradhana Verma is a registered investment advisor at Allstate Financial Advisors, LLC, based in Folsom, CA, with 21 years of industry experience. Aradhana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 397 clients with $140M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.
Fee Estimator
Location
13405 Folsom Blvd Ste 810, Folsom, CA, 95630-4740
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2023Other Business ActivitiesSells Insurance
Aradhana is an agent providing health insurance services through Word and Brown and Covered CA, dedicating minimal time to this. Aradhana also co-owns rental property with Atul Verma, which is managed by a property manager.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Farmers Financial Solutions, LLCBroker
State Registrations1 state
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
More Advisors
- Jacob Florence, CFPLane Florence, LLC
- James Smalling, CFP
- Daniel Normoyle, ChFCState Farm Investment Management CORP.
- Charles Ho, CFPLegacy Builders Financial, LLC
- William Corley, CFPCorley Investment Management
- Brayden Cleland, CFPRiverpath Investments LLC