Sharon Paratte is a CFP-designated registered investment advisor at Traveka Wealth, LLC, based in Los Altos, CA, with 3 years of industry experience. Sharon 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, Investment Management, and 2 more. Their firm serves 195 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Traveka Wealth charges an annual fee based on the value of your portfolio. This fee can vary up to 1.25%, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance. The firm may also charge a fixed fee for investment management services, which will be individually negotiated. There is a minimum annual fee of $20,000 or a minimum portfolio value of $2,000,000.
Location
175 S San Antonio Road, Suite 101, Los Altos, CA, 94022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Traveka Wealth, LLC
Previous Registrations
United Capital Financial Advisors
State Registrations2 states
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