Sekhar Vemparala is a CFP, ChFC-designated registered investment advisor at Wp Asset Management, based in Bedminster, NJ, with 14 years of industry experience. Sekhar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 233 clients with $120M 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 $10.0M | 2.50% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
302 Us-202, Bedminster, NJ, 07921
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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 →Other Business Activities
Sekhar is a board member of the Eye Foundation of America, a community/charitable/civic organization, since 2014. He dedicates minimal time to this role, assisting with executive decisions and fund development.
Employment History
Current Registrations
Wp Asset Management
Previous Registrations
NFP Advisor Services, LLC
Qa3 Financial LLC
American Express Financial Advisors, INC.
State Registrations1 state
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