Aashwin Sachdev is a CFP-designated registered investment advisor at Luminous Money, based in Minneapolis, MN, with 1 years of industry experience. Aashwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment management fees are negotiable and generally range from 0.25% to 1.00% annually.
Fee Estimator
Location
Minneapolis, MN
Get directionsHistory
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 →Employment History
Current Registrations
Luminous Money
Previous Registrations
Fiduciary Financial Advisors
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.
Exams
More Advisors
- Stephen Kairies, ChFCAccess Financial Services, INC.
- Kira Kinsman, CFPMercer Global Advisors INC.
- Jacob Mathews, CFPOnepoint Bfg Wealth Partners
- Brandon Fancher, CFASchwab Wealth Advisory, INC.
- Graham Acheson, CFACliftonlarsonallen Wealth Advisors, LLC
- Mitchell Fiereck, CFPMercer Global Advisors INC.