Shalmali Kulkarni is a CFP-designated registered investment advisor at Pathview Wealth Advisors, based in San Diego, CA, with 6 years of industry experience. Shalmali operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 349 clients with $580M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees may be reduced at Pathview's discretion based on various factors.
Fee Estimator
Contact
Shalmali Kulkarni
Location
1455 Frazee Road, Suite 700, San Diego, CA, 92108
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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
Pathview Wealth Advisors
Previous Registrations
Rowling & Associates
State Registrations2 states
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
Additional Information
Shalmali has a Bachelor's in General Business from Mumbai, India. During her final year of college, she earned an internship with a start-up financial planning firm. The internship mainly involved creating literature to spread financial literacy. However, part of spreading financial literacy also involved creating financial plans for anonymous clients for free. This gave Shalmali a base in the basic concepts of personal finance such as savings strategy, budgeting, power of compounding etc. To further her knowledge, Shalmali pursued a Master's in Financial & Tax Planning from San Diego State University and also completed her Certified Financial Planner certification examination during the same time.