Simranjot Bachal is a CFA, CFP-designated registered investment advisor at Circuit Wealth LLC, based in Burlingame, CA, with 1 years of industry experience. Simranjot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable. Accounts of members of the same household may be aggregated.
Fee Estimator
Contact
Simranjot Bachal
Location
851 Burlway Rd., Ste 306, Burlingame, CA, 94010
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 →Other Business Activities
Simranjot provides tax accounting services to individuals and businesses through TaxSquad, dedicating a few hours per week. Simranjot is also registered as an investment adviser representative of Woodson Wealth Management temporarily to transition clients, dedicating up to five hours per week.
Employment History
Current Registrations
Circuit Wealth LLC
Previous Registrations
Woodson Wealth Management
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.