Bharat Mulchandani is a registered investment advisor at Spire Wealth Management, LLC, based in Potomad, MD, with 16 years of industry experience. Bharat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,379 clients with $4.5B 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 | 2.25% |
Fees generally range from 0.02% to 2.25% of assets under management. Individual advisors set specific fee schedules and retain discretion to negotiate alternative fees.
Fee Estimator
Location
Potomad, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bharat wishes to work part-time with Fairfax Mortgage to originate mortgage loans and may consider opening his own mortgage company in the future. He also owns Spectrum Asset Management, LLC, which is a DBA for his investment advisory practice, and he dedicates full-time hours to this.
Employment History
Current Registrations
Spire Wealth Management, LLC
Previous Registrations
Spire Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations4 states
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