SG
SG

Saro Gahima

7 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
21 advisors
Number of Clients
1,329 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$2.7B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.43%
$100K - $250K1.32%
$250K - $500K1.21%
$500K - $2.0M1.10%
$2.0M - $5.0M0.99%
$5.0M - $10.0M0.82%
$10M+0.55%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2010 Corporate Ridge, Suite 900, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bogart Wealth, LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Morgan Stanley
February 2020 - March 2024 · 4 yrs 1 mo
Morgan StanleyBroker
August 2019 - March 2024 · 4 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
August 2018 - August 2019 · 1 yr
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.