Utkarsha Banerjee
Utkarsha Banerjee is a registered investment advisor at Wellth Advisory Services, LLC, based in Alpharetta, GA, with 10 years of industry experience. Utkarsha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
Alpharetta, GA
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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.
Learn about disclosures →Other Business Activities
Utkarsha operates under Strategic Retirement Partners as a DBA for their LPL business, dedicating full-time hours to it. Utkarsha also provides investment advisory services through WELLth Advisory Services, LLC, spending about 10-20% of their time on this activity.
Employment History
Current Registrations
Wellth Advisory Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Alera Investment Advisors, LLC
Arista Consulting Group
LPL Financial LLCBroker
Alliant Retirement Consulting
Cetera Advisor Networks LLCBroker
Primerica Advisors
PFS Investments INC.Broker
PNC Investments
PNC InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
State Registrations3 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.