Sandeep Pandya
Sandeep Pandya is a registered investment advisor at Sp Asset Management LLC, based in Cupertino, CA, with 3 years of industry experience. Sandeep operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 211 clients with $1.9B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable based on criteria such as anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, client negotiation, and length of client relationship. Fees may be reduced or waived entirely for family and friends of the firm. Subject to a minimum quarterly fee of $2,500.
Fee Estimator
Location
20380 Town Center Lane, Ste 205, Cupertino, CA, 95014
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sandeep is the President and Owner of Pandya Insurance Services LLC, an insurance firm providing life, health, property, and casualty insurance policies, dedicating minimal time to it. Sandeep is also a General Partner of SP-Accolade SPV, LP, a private SPV fund, spending a few hours per week on general supervision of business activities.
Employment History
Current Registrations
Sp Asset Management LLC
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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