AB
AB
Amrish Bhuta
24 Years of Experience
Coral Springs, FL
2 Disclosures
Amrish Bhuta is a registered investment advisor at Bhuta Wealth Management, LLC, based in Coral Springs, FL, with 24 years of industry experience. Amrish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 25 clients with $20M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
25 clients
Average Client Portfolio
$800K average
Assets Under Management
$20.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Coral Springs, FL
Get directionsHistory
Regulatory History (2)
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Regulatory
July 2011Final
Criminal
July 2009Final Disposition
Employment History
Current Registrations
Bhuta Wealth Management, LLC
February 2017 - Present · 9 yrs 2 mos
Previous Registrations
Wealthscope Consulting LLC
September 2015 - January 2017 · 1 yr 4 mos
Bhuta Wealth Management, LLC
April 2013 - December 2014 · 1 yr 8 mos
Wells Fargo Advisors, LLCBroker
November 2010 - October 2011 · 11 mos
RBC Capital Markets, LLC
November 2006 - November 2010 · 4 yrs
RBC Capital Markets, LLCBroker
November 2006 - November 2010 · 4 yrs
Lincoln Financial Advisors Corporation
February 2000 - November 2006 · 6 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
March 1999 - November 2006 · 7 yrs 8 mos
The Lincoln National Life Insurance CompanyBroker
March 1999 - April 2006 · 7 yrs 1 mo
State Registrations1 state
FL
Advisor
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
No exam information available for this advisor.