Puneet Sahi is a CFA-designated registered investment advisor at Iron Horse Capital, INC., based in Irvine, CA, with 13 years of industry experience. Puneet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 62 clients with $93M 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 $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1M+ | 1.00% |
Fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Irvine, CA
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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 →Employment History
Current Registrations
Iron Horse Capital, INC.
Previous Registrations
Coordinate Wealth
Palo Capital, INC.
Genspring Family Offices, LLC
Hutchinson Capital Management
Genspring Family Offices, LLC
State Registrations1 state
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