Darsh Sharma is a registered investment advisor at Wp Asset Management, based in Bedminster, NJ. Darsh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 233 clients with $120M 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 $10.0M | 2.50% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
302 Us-202, Bedminster, NJ, 07921
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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
Wp Asset Management
State Registrations1 state
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