Nishant Panchal is a registered investment advisor at Wealthrise, based in Newcastle, WA. Nishant 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 | 2.50% |
Rates depend on the selected strategy tier: Alpha Strategy Normal Tier is 2.50% annually, and Alpha Strategy Advanced Tier is 3.00% annually. Fees apply to the specific strategy allocation rather than total account assets.
Fee Estimator
Location
Newcastle, WA
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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
Wealthrise
State Registrations2 states
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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