Dalbir Gill is a PFS-designated registered investment advisor at Khalis Financial Advisors LLC, based in Dublin, CA, with 2 years of industry experience. Dalbir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1 clients with $150K 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 $100K | 1.00% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable. For qualified clients, the firm also offers a performance-based fee structure of 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
Dublin, 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
Dalbir works as an accountant. This activity is not investment-related.
Employment History
Current Registrations
Khalis Financial Advisors LLC
State Registrations1 state
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