Tushar Kumar
Tushar Kumar is a registered investment advisor at Twin Peaks Wealth Advisors, based in San Francisco, CA, with 16 years of industry experience. Tushar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 430 clients with $410M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.50% |
Fees are negotiable and may be waived at TPWA's discretion.
Fee Estimator
Location
San Francisco, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2023Other Business ActivitiesSells Insurance
Tushar is an insurance agent for Cavalier Insurance Marketing and Capstone Partners, and Twin Peaks Insurance Services, LLC, dedicating a few hours per week to each. He also owns rental properties and Twin Peaks Estate Services, spending minimal time on each.
Employment History
Current Registrations
Twin Peaks Wealth Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.