Syed Haider is a registered investment advisor at Vinsoncap Wealth Advisors LLC, based in Washington, CT, with 1 years of industry experience. Syed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Washington, CT
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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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Syed is a sponsor, general partner, or managing member of VinsonCap Opportunities Master Fund and a general partner of VinsonCap Opps Master Fund since 2016. He spends about 10-20% of his time on this activity during trading hours and a few hours per week outside trading hours.
Employment History
Current Registrations
Vinsoncap Wealth Advisors LLC
State Registrations2 states
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