Shauket Sherali is a registered investment advisor at Spondeo Capital, LLC, based in Los Angeles, CA, with 14 years of industry experience. Shauket operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 17 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spondeo Capital offers comprehensive portfolio management services. The annual fee will not exceed 2.00% and is negotiable based on the scope of service provided. Fees are billed monthly, in advance, based on the value of the account on the last day of the previous month. Fees are deducted directly from client accounts.
Location
Los Angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Spondeo Capital, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Fortress Securities, INC.Broker
State Registrations2 states
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