Sanjiv Jhaveri is a CFA-designated registered investment advisor at Sj Capital Management LLC, based in Monmouth Junction, NJ, with 15 years of industry experience. Sanjiv operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 60 clients with $82M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for amounts over $1,000,001.
Fee Estimator
Location
Monmouth Junction, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sj Capital Management LLC
State Registrations3 states
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