Sahil Gupta
Sahil Gupta is a registered investment advisor at Twin Peaks Wealth Advisors, based in New York, NY, with 1 years of industry experience. Sahil 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 3 more. Their firm serves 430 clients with $410M 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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.50% |
Fees are negotiable and may be waived at TPWA's discretion.
Fee Estimator
Location
New York, NY
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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
Sahil is an agent for Twin Peaks Insurance Services, LLC, selling non-variable insurance products since October 2024. This requires minimal time, about 4 hours per month, with 1 hour during securities trading.
Employment History
Current Registrations
Twin Peaks Wealth Advisors
State Registrations1 state
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