Advisor at SagePro Wealth Management
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Firm
SagePro Wealth Management
Location
Chantilly, VA
Credentials
Series 65, Series 66
Industry experience
9 years
Uttam Bharwani is a financial advisor at SagePro Wealth Management with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously operated Bharwani Asset Management LLC for six years. SagePro Wealth Management provides discretionary portfolio management and financial planning services to individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, foundations, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, and technical analysis with a mix of long- and short-term strategies, offering performance-based and asset-based fee arrangements tailored to client goals and risk tolerance.
$1,000 to $10,000 fixed fee for financial planning, negotiable
$0.00 - $500,000.00: 2.0% $500,001.00 - $1,000,000.00: 1.5% $1,000,001.00+: 1.0%
$250 per hour
10% of quarterly net gains for qualified clients with net worth > $2,200,000 or accounts > $1,100,000; non-negotiable; charged in arrears quarterly with high-water mark adjustment
Account minimum: $250,000 (may be waived at SagePro’s sole discretion)
Chantilly, VA
Virginia
SagePro Wealth Management LLC
2019 - Present (7 years)
No Formal Employment
2018 - 2019 (1 year)
Bharwani Asset Management LLC
2012 - 2018 (6 years)
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Insurance agent
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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