Anuj Patel is a CFA-designated registered investment advisor at Truvestor Wealth Management, based in Suwanee, GA, with 9 years of industry experience. Anuj operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 65 clients with $74M 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 $1.0M | 2.25% |
| $1M+ | 2.25% |
Fees above $1,000,000 are negotiable. Active trading management fee is 2.50% on all assets. Minimum annual fee is $2,400 for traditional management and $3,000 for active trading management.
Fee Estimator
Location
Suwanee, GA
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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
Anuj provides financial consulting and advisory services to businesses. This activity requires minimal time.
Employment History
Current Registrations
Truvestor Wealth Management
State Registrations3 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.