Shyam Sreenivasan is a registered investment advisor at Quantel Asset Management LLC, based in Princeton, NJ, with 4 years of industry experience. Shyam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 134 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quantel Asset Management charges an annual management fee for managing your investments, typically ranging from 0.5% to 2.0% of the value of your portfolio. The exact fee depends on your investment goals, minimum investment, and risk tolerance. For some clients with higher minimum investment requirements, Quantel may also charge a performance-based fee, ranging from 10% to 20% of the income and gains in the account.
Location
Princeton, NJ
Get directionsHistory
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 →Employment History
Current Registrations
Quantel Asset Management LLC
Previous Registrations
Quantel Asset Management LLC
State Registrations1 state
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.