Roshan Shikarpuri is a PFS-designated registered investment advisor at Roshan Private Wealth Management, LLC, based in Palm Harbor, FL. Roshan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is 1.00% of assets under management and is negotiable based on criteria such as historical relationships, asset types, and account size. Cash is included in fee calculations.
Fee Estimator
Location
2658 West Lake Road, Palm Harbor, FL, 34684
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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
Roshan Private Wealth Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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