Advisor at Westbourne Investments, Inc.
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Firm
Westbourne Investments, Inc.
Location
Alexandria, VA 22314
Credentials
Series 66
Industry experience
16 years
Aditya Bhatnagar is a financial advisor at Westbourne Investments, Inc. in Fairfax, VA, with 16 years of industry experience. He holds a Series 66 designation and has been with Westbourne since 2016 following a brief tenure at CenturyLink. Outside of his advisory role, he participates in career mentoring through the University of Maryland Alumni Advisor Network. Westbourne Investments provides investment management and financial planning services to individuals, pension and profit-sharing plans, and institutions. The firm manages discretionary equity, fixed-income, and ETF portfolios, employing a combination of top-down macro analysis and bottom-up security selection, including the use of options strategies within defined risk parameters.
Based on Westbourne Investments, Inc.
Personal financial planning billed at a fixed rate; estimates provided per engagement
$25,000 - $100,000: 2.000% annually $100,000 - $300,000: 1.650% annually $301,000 - $500,000: 1.400% annually $500,001 - $2,000,000: 1.150% annually Next $3,000,000 - $5,000,000: 0.900% annually > $5,000,000+: 0.775% annually
Account minimum: $100,000
2121 Eisenhower Avenue, Suite 605
Alexandria, VA 22314
Virginia
CenturyLink
2016 - 2016 (1 year)
Westbourne Investments Inc.
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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