Shaurya Gupta is a registered investment advisor at Gupta Partnership, based in Pleasanton, CA, with 7 years of industry experience. Shaurya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gupta Partnership's standard investment management fee is between 1% and 2% annually, based on the value of your investments. Fees are negotiable and paid quarterly in advance. You can end the agreement with 15 days' notice, and any unearned fees will be refunded. In some cases, clients may pay a lower or no asset-based fee and instead pay a performance-based fee.
Location
Pleasanton, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gupta Partnership
State Registrations1 state
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