Amrish Mathur is a registered investment advisor at Global Wealth Partners, LLC, based in Scottsdale, AZ, with 15 years of industry experience. Amrish 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 2 clients with $150K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee may be negotiable. For accredited clients, there is a 2% management fee plus a performance fee. In some states, a 5% hurdle rate and 50% performance structure may apply.
Fee Estimator
Location
23623 N Scottsdale Road, Suite D3-251, Scottsdale, AZ, 85255
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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
Amrish is a consultant for Healthcare Strategic Solutions and ACM Consulting LLC, providing Medicare and Medicaid reimbursement consulting services to hospital clients. Amrish expects to spend about 10-20% to about a quarter of his time on these activities.
Employment History
Current Registrations
Global Wealth Partners, LLC
Previous Registrations
Global Wealth Partners, LLC
Global Wealth Partners, LLC
Global Wealth Partners, 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.