Sanjan Dhody is a registered investment advisor at Dhody Investment Group, based in Miami Beach, FL, with 29 years of industry experience. Sanjan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 22 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment advisory fees range up to 1.00% annually and are based on assets under management. Fees may be negotiable at the sole discretion of the firm.
Fee Estimator
Location
2340 Collins Avenue, Suite 604, Miami Beach, FL, 33139
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 →Other Business Activities
Sanjan is an advisor and owner of Blue Investment Management LLC and Dhody Investment Group, both RIAs, dedicating about 10-20% of his time and over a third of his time, respectively. He also serves as a director for Jaws Hurricane Aquistions Corp and an advisor for Refill it, and owns New Alipore LLC (rental properties) and RST Maritime LLC (boat share), requiring minimal time.
Employment History
Current Registrations
Dhody Investment Group
Previous Registrations
Lps Capital LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Lehman Brothers INC.Broker
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.
Exams
More Advisors
- Jamel Gordon, CFPRose Capital Advisors, LLC
- Christopher Cercy, CFPFierce Financial Group LLC
- Peter Wolk, ChFCOnedigital
- Benjamin Hein, CFA, CFPOac Capital Advisors LLC
- Lawrence Weller, CFP, ChFCEcf Wealth, INC.
- Brett Rubinson, CFAPathstone