Samir Bhatt is a registered investment advisor at Shb Advisors, based in Washington, DC, with 18 years of industry experience. Samir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SHB Advisors charges a management fee based on the value of your portfolio and/or an incentive fee based on trading performance. The management fee ranges from 0% to 2% per year, paid quarterly. The incentive fee ranges from 0% to 20% of yearly trading profits, paid annually. Fees are negotiable and may vary based on factors like client type and account size. There is a recommended minimum account size of $5,000,000.
Location
1050 30th St Nw, Washington, DC, 20007
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Regulatory History (1)
Regulatory
October 2011Employment History
Current Registrations
Shb Advisors
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
Chase Securities 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.