Dwarka Kalantry is a CFA-designated registered investment advisor at Kalantry Advisors LLC, based in Forest Hills, NY, with 38 years of industry experience. Dwarka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 49 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees are generally negotiable. When utilizing third-party managers such as SEI Private Trust Company, Kalantry Advisors charges its standard fee on top of the third-party fee, with total combined fees not exceeding 2.00% of the portfolio's value.
Fee Estimator
Location
Forest Hills, NY
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Dwarka is a CPA practitioner since 1976, now operating as a partnership, dedicating minimal time to it. He is also a passive investor in two limited partnerships.
Employment History
Current Registrations
Kalantry Advisors LLC
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
H.D. Vest Investment ServicesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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