Pradeep Niphadkar is a registered investment advisor at Excel Capital Management CORP, based in Warren, NJ, with 14 years of industry experience. Pradeep operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 71 clients with $190M 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 $200K | 0.50% |
| $200K - $500K | 0.38% |
| $500K - $1000K | 0.31% |
| $1.0M - $3.0M | 0.25% |
| $3.0M - $4.0M | 0.23% |
| $4.0M - $5.0M | 0.21% |
| $5.0M - $6.0M | 0.20% |
| $6M+ | 0.19% |
The minimum annual fee for a $500,000 portfolio is $6,250. Accounts falling below the $500,000 minimum may be charged a higher annual rate of 1.5% to 2%.
Fee Estimator
Location
12 Stratford Court, Warren, NJ, 07059
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Excel Capital Management CORP
State Registrations3 states
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.
Exams
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