Deepak Goyal is a registered investment advisor at 3d Holistic Wealth, based in Irvine, CA, with 5 years of industry experience. Deepak operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
3dhWealth's investment management fee is a percentage of the value of your portfolio, and it's calculated quarterly. The fee schedule is:
- $0 - $250,000: 1.05% to 1.25% per year
- $250,001 - $2,500,000: 0.95% to 1.05% per year
- $2,500,001 and Above: 0.75% to 0.85% per year
The fee is calculated using a blended tier system. 3dh also offers short-term cash management solutions with fees ranging from 0.25% to 0.45% annually.
Location
9870 Research Dr, Irvine, CA, 92618
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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 ActivitiesSells Insurance
Deepak works as a Sr. Solutions Consultant at Dassault Systemes, taking about half of his time. He is also a manager of Fufu & Tommy LLC and AGDG Investments LLC, dedicating minimal time to each. Deepak is an independent insurance agent and may offer fee-based advisory annuities or other fee-based insurance solutions, dedicating minimal time to this activity.
Employment History
Current Registrations
3d Holistic Wealth
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
State Registrations1 state
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