Sandeep Sharma is a CFA-designated registered investment advisor at Syntax Research, INC., based in Boca Raton, FL, with 12 years of industry experience. Sandeep operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 111 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Syntax Research offers two main investment management services:
- Model Portfolio Design and Management: This service is for other advisors or financial institutions. The annual fee is 0.25% to 0.50% of the assets invested in the model portfolio.
- Portfolio Management: This service is for clients with specific portfolio needs, including customized portfolios. The annual fee is 0.50% to 1.00% of the assets under management. In some cases, Syntax may charge a flat fee instead.
Location
150 East Palmetto Park Road, Suite 800, Boca Raton, FL, 33432
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Syntax Research, INC.
Previous Registrations
Syntax Research, INC.
Syntax Research, INC.
State Registrations1 state
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