Amit Bose
Amit Bose is a registered investment advisor at Wealthnest Capital INC., based in Staten Island, NY, with 28 years of industry experience. Amit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 90 clients with $27M 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 | 1.00% |
Fees are negotiable. For qualified clients, there is a 1% annual management fee on all assets managed, plus a 20% annual performance fee on capital appreciation above a 5% hurdle rate.
Fee Estimator
Location
1336 Forest Avenue, Staten Island, NY, 10302
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2001Other Business ActivitiesSells Insurance
Amit is an agent for accident & health, life, and variable insurance. He is also the President of Synergy Global Group Inc., a management consulting firm.
Employment History
Current Registrations
Wealthnest Capital INC.
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Brill Securities, INC.Broker
Jesup & Lamont Securities CORPBroker
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Prime Charter LTD.Broker
Lew Lieberbaum & CO., INC.Broker
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.