Bhavneesh Sharma is a registered investment advisor at Integrity Advisors LLC, based in Burlington, MA, with 9 years of industry experience. Bhavneesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 17 clients with $1.9M 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 | 0.35% |
Qualified Clients will pay an annual fee of 0.35% of assets under management along with a 10% performance fee based on capital appreciation. If the portfolio rises in value, then the client will pay 10% on that increase in value.
Fee Estimator
Location
100 Summit Drive, Burlington, MA, 01803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bhavneesh is the co-founder and co-CEO of DataFlynk.AI LLC, a software development company. He spends about 10-20% of his time on software development and project management outside of trading hours.
Employment History
Current Registrations
Integrity Advisors LLC
State Registrations5 states
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