Arpit Sharma
Arpit Sharma is a registered investment advisor at Madison Avenue Securities, LLC, based in Buda, TX, with 3 years of industry experience. Arpit is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.
Fee Estimator
Location
835 Main Street, Building 200, Buda, TX, 78610
Get directionsHistory
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
Arpit is an insurance agent selling life and health insurance since May 2022, dedicating a few hours per week to this activity. He also works as an Investment Advisor Representative for Transc3nd and a Cash Flow Analyst for e3 Wealth, LLC, both since 2022, and spending full-time hours on the former.
Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
Transce3nd LLC
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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