Shrikant Nadkarni
Shrikant Nadkarni is a CFP-designated registered investment advisor at Fortis Capital Advisors, LLC, based in Prairie Village, KS, with 23 years of industry experience. Shrikant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,874 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis Capital Advisors' fees for managing your investments are negotiable and can be a flat percentage, linear percentage, or tiered percentage of your portfolio's value, but cannot exceed 2.5% annually. The exact fee schedule is agreed upon between you and your advisor. Fees are typically charged quarterly in advance, based on the portfolio value at the end of the previous quarter. You will receive 30 days' notice of any fee increases. Fees may be higher than those charged by other advisors.
Location
7301 Mission Road, Suite 326, Prairie Village, KS, 66208
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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.
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Shrikant is an Emeritus Partner at Withum Smith + Brown, PC, an accounting firm, dedicating a few hours per week to business advisory, accounting, and tax services. He also serves as an investment committee member for Marathi Vishwa, Inc., a not-for-profit cultural organization, spending minimal time per month on trading and advising on investments.
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Previous Registrations
Next Horizon Advisors LLC
Glen Eagle Advisors, LLC
H.D. Vest Advisory Services, INC
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.