Jay Taparia is a CFA-designated registered investment advisor at Sanskar Advisors, INC., based in Nyack, NY, with 25 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Middle Income, and 1 more. Their firm serves 89 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanskar Advisors charges an annual fee for managing your investments, which is the greater of:
- A minimum of $600 per year, which includes financial planning and investment management.
- A weighted average fee based on your portfolio's mix of stocks and bonds, where stock exposure is charged 1.25% per year and cash/CD/bond/mutual fund exposure is charged 0.50% per year.
Fees are calculated quarterly based on the average balance of your account. All fees are negotiable.
Location
53 Hudson Avenue, Suite 231, Nyack, NY, 10960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sanskar Advisors, INC.
State Registrations2 states
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