Taranvir Pannu is a registered investment advisor at Bulman Wealth Group, based in Roseville, CA, with 6 years of industry experience. Taranvir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 556 clients with $280M 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 $500K | 1.50% |
| $500K - $1.0M | 1.45% |
| $1M+ | 1.40% |
Fees vary based on the sub-advisor or third-party money manager selected. All fees are negotiable.
Fee Estimator
Location
3300 Douglas Blvd., Suite 200, Roseville, CA, 95661
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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 →Employment History
Current Registrations
Bulman Wealth Group
Previous Registrations
Monarch Wealth Strategies
J.P. Morgan Securities LLCBroker
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.
Exams
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