Hardik Patel is a registered investment advisor at Trusted Path Wealth Management, LLC, based in Santa Rosa, CA. Hardik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3 clients with $3.6M 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Santa Rosa, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hardik works as a lead software engineer for Williams-Sonoma, dedicating full-time hours to the role. About 60 hours per month are during securities trading hours.
Employment History
Current Registrations
Trusted Path Wealth Management, LLC
State Registrations1 state
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