Robert Gujral CPA is an investment advisory firm focusing on managing investment portfolios. Robert Gujral primarily invests in broad market and technology ETFs, large capitalization technology stocks, Berkshire Hathaway, and a mutual fund comprised of U.S. Treasuries. The investment strategy is tailored to the client's needs, such as monthly withdrawals, risk tolerance, age, and growth objectives.
Assets Under Management$35M
Clients53
Advisors1
Avg. per Client$660K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
One elderly client pays 0.50% per year, and certain related clients pay no fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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