Urmimala Dasgupta
Urmimala Dasgupta is a registered investment advisor at Veda Financial Investment Advisory, based in Newport Beach, CA, with 11 years of industry experience. Urmimala operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 55 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Veda Financial's advisory fees are based on the value of your portfolio. The specific rate can vary depending on the size of your account and the types of investments it holds. Fees are charged at the end of the month or quarter. General financial planning services are included with the investment advisory fees. There are no minimum annual fees.
Location
120 Newport Center Dr, Ste 286, Newport Beach, CA, 92660
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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
Toni has a valid life insurance license but is not currently engaged in the insurance business.
Employment History
Current Registrations
Veda Financial Investment Advisory
Previous Registrations
Cc Investments
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.