Gurvir Grewal is a CFP-designated registered investment advisor at Allworth Financial, L.P., based in Sacramento, CA, with 13 years of industry experience. Gurvir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 26,325 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allworth Financial offers investment management services through a wrap fee program and a non-wrap fee program. You'll pay a percentage of your portfolio each quarter, billed in advance. The exact percentage depends on the type and amount of your investments. There's a $2,500 minimum annual fee. The maximum fee charged is 2.00%. The wrap fee covers advisory services and most trade execution fees. The non-wrap fee program covers advisory services, but does not include trade execution fees.
Location
8775 Folsom Blvd, Suite 100, Sacramento, CA, 95826
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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.
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Gurvir teaches CFP courses at the University of California, is the author of a self-published personal finance book, and owns/operates a moving box rental business. These activities are not investment-related; teaching takes minimal time, the book has no regular active hours, and the rental business takes a few hours per week.
Employment History
Current Registrations
Aw SecuritiesBroker
Allworth Financial, L.P.
Previous Registrations
Mercer Global Advisors INC.
Pattern
Facet Wealth, INC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Scottrade, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.