Advisor at Wealth Compounders LLC
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Firm
Wealth Compounders LLC
Location
Wesley Chapel, FL
Credentials
Series 65
Industry experience
7 years
Pritam Dhavale is a financial advisor at Wealth Compounders LLC in Wesley Chapel, FL, holding a Series 65 designation with seven years of industry experience. He has been with Wealth Compounders LLC since 2018 and is also involved with Pre-Rush Inc. outside of his advisory role. Wealth Compounders LLC provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including charting, fundamental and technical analysis, and options trading, and is notable for its pension consulting services and predominant use of non-discretionary accounts.
Based on Wealth Compounders LLC
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.00%
$300 - $500 per hour (negotiated)
Wesley Chapel, FL
Florida · New Jersey · New York
Wealth Compounders LLC
2021 - Present (5 years)
Wealth Compounders LLC
2018 - 2021 (3 years)
Pre-Rush Inc
2004 - Present (22 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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