Setu Mazumdar is a CFP-designated registered investment advisor at Physician Wealth Solutions, based in North Las Vegas, NV, with 16 years of industry experience. Setu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 109 clients with $300M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Both the fee schedule and minimum annual fee are negotiable.
Fee Estimator
Location
North Las Vegas, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Physician Wealth Solutions
State Registrations2 states
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