Zameer Upadhya
Zameer Upadhya is a registered investment advisor at My Harvest Field Financial LLC, based in Sugar Land, TX, with 13 years of industry experience. Zameer 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Location
14090 Southwest Freeway, Suite # 300, Sugar Land, TX, 77478
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 →Other Business ActivitiesSells Insurance
Zameer is involved in several business activities, including providing life, health, and disability insurance through My Harvest Field, Inc. He also provides accounting and tax services, leadership development, and motivational speaking, and is a general partner for a real estate fund.
Employment History
Current Registrations
My Harvest Field Financial LLC
Previous Registrations
Concert Wealth Management
Allgen Financial Services, INC.
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.