Aditya Bhatnagar is a registered investment advisor at Westbourne Investments, INC., based in Fairfax, VA, with 16 years of industry experience. Aditya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 191 clients with $220M 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 | 2.00% |
| $100K - $300K | 1.65% |
| $300K - $500K | 1.40% |
| $500K - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.78% |
Fees are negotiable. Fixed income is charged at 0.500%. Option trading fees are negotiable.
Fee Estimator
Location
Fairfax, VA
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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 ActivitiesSells Insurance
Aditya is an independent insurance agent for various insurance companies. He also does career mentoring through the UMD Alumni Advisor Network and has power of attorney for an individual, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Westbourne Investments, INC.
Previous Registrations
Westbourne Investments, INC.
Cambridge Investment Research Advisors, INC.
AXA Advisors, LLC
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.