Nikhil Majithia
Nikhil Majithia is a CFA, CFP-designated registered investment advisor at Vedanta Sentinel Investment Advisors, based in Ann Arbor, MI, with 8 years of industry experience. Nikhil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12 clients with $3.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vedanta Sentinel Investment Advisors manages your investments for a fee based on the total value of your portfolio. The annual fee is calculated using a tiered/blended schedule, meaning different rates are applied to different portions of your portfolio. The annual fee is negotiable based on various factors. Fees are billed quarterly.
Location
2006 Hogback Road, Suite 1, Ann Arbor, MI, 48105
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
Vedanta Sentinel Investment Advisors
Previous Registrations
Darden Wealth Group
Pension Consultants INC
NFP Securities, INC.
Vantage Financial Partners Limited
LPL Financial Corporation
State Registrations2 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.