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Randhir Sahni

27 Years of Experience
Houston, TX
1 Disclosure

Randhir Sahni is a registered investment advisor at Sahni, INC., based in Houston, TX, with 27 years of industry experience. Randhir 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 47 clients with $31M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
47 clients
Average Client Portfolio
$662K average
Assets Under Management
$31.1M

Fee Structure

Planning is included in investment management (also available separately)

Sahni, Inc. charges a percentage of your portfolio value for investment management. The fee ranges from 1.00% to 1.50% per year, depending on the size and complexity of your account. More complex relationships may be charged a higher fee. Fees are calculated monthly based on the value of your investments at the end of the month.

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Location

Houston, TX

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History

Regulatory History (1)
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Regulatory
December 1997
Final
Other Business Activities

Randhir is the president of Sattwic Inc, an investment firm, and receives commissions. He is also the president of the architecture firm Llewelyn-Davies Sahni, dedicating nearly full-time hours weekly, and serves on advisory committees for Kansas State University and Rice University, and is the chairperson of the investment committee for ALF, dedicating minimal time.

Employment History
Current Registrations
Sahni, INC.
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
Kovack Securities INC.Broker
October 2014 - December 2014 · 2 mos
Resource Horizons Investment Advisory, INC.
January 2008 - December 2014 · 6 yrs 11 mos
Resource Horizons Group, L.L.C.
January 2003 - December 2007 · 4 yrs 11 mos
Resource Horizons Group LLCBroker
March 2001 - October 2014 · 13 yrs 7 mos
Centennial Capital Management, INC.Broker
August 1998 - March 2001 · 2 yrs 7 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Randhir Sahni - Financial Advisor | TrueAdvisor