Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
191 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$221.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee

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.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net WorthRetirement Planning
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Advisor Information

Office location

2121 Eisenhower Avenue, Suite 605, Alexandria, VA, 22314

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Regulatory History
Clean regulatory record

No 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.

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Other Business ActivitiesSells Insurance

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.

Employment History
Current Registrations
Westbourne Investments, INC.
January 2016 - Present · 10 yrs
Previous Registrations
Cambridge Investment Research Advisors, INC.
August 2014 - December 2015 · 1 yr 4 mos
Cambridge Investment Research, INC.Broker
August 2014 - December 2015 · 1 yr 4 mos
AXA Advisors, LLC
June 2009 - August 2014 · 5 yrs 2 mos
AXA Advisors, LLC Broker
June 2009 - August 2014 · 5 yrs 2 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.