Sharan Sawhney
Sharan Sawhney is a registered investment advisor at Empire Advisors Wealth Management LLC, based in Fairfax, VA, with 4 years of industry experience. Sharan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 15 clients with $17M 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 $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
4100 Monument Corner Drive, Suite 450, Fairfax, VA, 22030
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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
Sharan is a CPA and the Director of Tax Services at Miller Consulting Group, LLC, dedicating nearly full-time hours to this role. She is also a partner in MCG CPA LLC, focusing on tax preparation and consulting.
Employment History
Current Registrations
Empire Advisors Wealth Management LLC
Previous Registrations
Avantax Investment Services, INC.Broker
State Registrations1 state
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