Nandan Shah is a registered investment advisor at Cura Wealth Advisors, LLC, based in Chicago, IL, with 18 years of industry experience. Nandan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 172 clients with $530M 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% |
The maximum annual fee charged for Comprehensive Portfolio Management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Location
180 North Stetson Ave, Ste 3500, Chicago, IL, 60601
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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 →Other Business Activities
Nandan is a non-practicing attorney licensed in Illinois, spending minimal time on this. He is also a Strategy & Engagement Partner at DNX Ventures and Co-Founder/COO of Deception and Truth Analysis, dedicating a few hours per week and about 10-20% of his time, respectively.
Employment History
Current Registrations
Cura Wealth Advisors, LLC
Previous Registrations
Arete Wealth Advisors, LLC
Iht Wealth Management LLC
LPL Financial LLCBroker
Mauka Capital
Wayne Hummer Investments L.L.C.Broker
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.