Fees for investment advisory services are negotiated on a client-by-client basis and agreed to in writing. Financial planning is billed at a fixed rate, with estimates provided and a deposit requested. Custodians may charge transaction fees. Mutual funds and ETFs also charge management fees included in their expense ratios.
2121 Eisenhower Avenue, Suite 605, Alexandria, VA, 22314
Get directionsNo 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.
Learn about disclosures →Aditya is an independent insurance agent for various insurance companies. He also does career mentoring through the UMD Alumni Advisor Network and has power of attorney for an individual, dedicating minimal time to each of these activities.