Bharat Mulchandani is a registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 16 years of industry experience. Bharat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bharat wishes to work part-time with Fairfax Mortgage to originate mortgage loans and may consider opening his own mortgage company in the future. He also owns Spectrum Asset Management, LLC, which is a DBA for his investment advisory practice, and he dedicates full-time hours to this.
Employment History
Current Registrations
Spire Wealth Management, LLC
Previous Registrations
Spire Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations4 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.