Sharma Associates, led by Hans Sharma, offers financial life and retirement planning services. As a Certified Financial Planner and registered investment advisor, Hans Sharma creates customized investment portfolios based on clients' risk tolerance, time horizon, and financial goals, primarily using Exchange Traded Funds (ETFs). Sharma Associates aims to help clients manage and enjoy their wealth.
Assets Under Management$10M
Clients30
Advisors1
Avg. per Client$350K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Sharma Associates creates investment portfolios using Exchange Traded Funds (ETFs), indexes, and equities. Fees are charged to avoid any conflict of interest and to achieve clients' financial objectives. The specific fee structure is not detailed in this brochure.
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