Vivek Sharma is a CFA-designated registered investment advisor at Gwynedd Wealth Partners, LLC, based in Eaglevile, PA, with 12 years of industry experience. Vivek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 55 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gwynedd Wealth Partners charges a percentage of your portfolio annually.
- First $10 million - 0.50% to 2.00%
- Above $10 million - Negotiable
The final fee schedule is documented in the Investment Advisory Contract. Fees are paid either monthly in advance, quarterly in advance, or quarterly in arrears depending on the custodian utilized.
Location
Eaglevile, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vivek is the founder and principal of Connotia, LLC, a pharmaceutical consulting firm, since 2009. He dedicates about a quarter of his time to this activity, with a portion of that time occurring during securities trading hours.
Employment History
Current Registrations
Gwynedd Wealth Partners, LLC
State Registrations1 state
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