Pooja Agarwal is a registered investment advisor at Earned Wealth Advisors, LLC, based in Hercules, CA. Pooja operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Medical Professionals, and 2 more. Their firm serves 1,326 clients with $1.9B 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 $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Minimum annual fee of $2,400. OJM legacy clients have a separate fee schedule: Up to $1,000,000: 1.50%; $1,000,001 - $3,000,000: 1.00%; $3,000,001 - $10,000,000: 0.75%; Above $10,000,000: as negotiated.
Fee Estimator
Location
600 Alfred Nobel Drive, Suite A, Hercules, CA, 94547
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Pooja is involved in several businesses, including tax services, SPG Investments, Manvaar Inc., AP&D Ventures, Inc., and Chahal & Associates. She dedicates full-time hours to Chahal & Associates, mostly during securities trading hours, and minimal time to the other ventures.
Employment History
Current Registrations
Earned Wealth Advisors, LLC
State Registrations1 state
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