Palbir Nijjar is a CFA-designated registered investment advisor at Smart Path Wealth Management, LLC, based in Dublin, CA, with 9 years of industry experience. Palbir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 59 clients with $23M 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 $2.0M | 1.00% |
| $2M+ | 0.50% |
SPWM may negotiate a lesser fee based upon certain criteria. For investment management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), SPWM may negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
Dublin, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Smart Path Wealth Management, LLC
State Registrations2 states
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