Satram Chainani
Satram Chainani is a registered investment advisor at Sigma Capital Management, based in Englishtown, NJ, with 19 years of industry experience. Satram operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 5 clients with $1.6M 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 | 1.50% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable. Clients with assets over $1 million and net worth in excess of $2 million can negotiate an alternate fee schedule based on assets under management. Such clients may also elect to be charged a performance-based fee, either in addition to, or in lieu of, an asset-based charge. The alternate fee schedule includes a lower management fee of 1.0% to 1.5%of the assets under management and a performance fee of 5.00 to 15.00 of the annual profits generated.
Fee Estimator
Location
Englishtown, NJ
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Regulatory History (1)
Regulatory
March 2005Employment History
Current Registrations
Sigma Capital Management
Previous Registrations
Sigma Capital Management
Sigma Capital Management
State Registrations1 state
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