Sagar Parikh is a registered investment advisor at Pma Wealth Management, based in Tustin, CA, with 18 years of industry experience. Sagar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 86 clients with $22M 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 | 1.00% |
| $1M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Location
150 El Camino Real, Ste 206, Tustin, CA, 92780
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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
Sagar is a partner at Parikh, Mehta & Associates, providing CPA services such as staff management, tax preparation, and general business management. Sagar is also the owner of PMA Wealth Management Inc., a registered investment advisor, spending about 10-20% of his time managing client assets and conducting market research.
Employment History
Current Registrations
Pma Wealth Management
Emerson Equity LLCBroker
Previous Registrations
Emerson Equity LLC
Coordinate Wealth
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Silber Bennett Financial, INC.
Silber Bennett Financial, INC.Broker
American Independent Securities Group, LLCBroker
American Independent Securities Group, LLC
Empire Securities Corporation
Empire Securities CorporationBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations6 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.