Sweta Bhargav is a CFA, CFP-designated registered investment advisor at Adviso Wealth, based in Princeton, NJ, with 7 years of industry experience. Sweta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 10 clients with $3.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is offered as part of Adviso Wealth's ongoing financial planning service. The ongoing financial planning service is paid quarterly, in advance, at the rate of $1,350-$9,000 per quarter, or monthly, in advance, at a rate of $450-$3,000 per month, based on complexity and needs of the client. The fee may be negotiable in certain cases.
Location
103 Carnegie Center, Suite 300, Princeton, NJ, 08540-6235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Adviso Wealth
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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