Ashish Gandhi is a registered investment advisor at Proactive Wealth Strategies, LLC, based in Marietta, GA. Ashish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 442 clients with $320M 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 | 1.40% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable and may be higher or lower based on the nature of the account and the origin of the client. Financial planning fees are included in the asset management fee.
Fee Estimator
Location
533 Johnson Ferry Road Bldg. C, Suite 100, Marietta, GA, 30068
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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
Proactive Wealth Strategies, LLC
LPL Financial LLCBroker
State Registrations5 states
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