SA
SA

Sanjay Asija

10 Years of Experience
South Barrington, IL

Sanjay Asija is a registered investment advisor at Archer Investment Corporation, based in South Barrington, IL, with 10 years of industry experience. Sanjay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,640 clients with $900M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
5,640 clients
Average Client Portfolio
$160K average
Assets Under Management
$900.5M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Fees may be negotiable. Archer may charge lesser or more on each account up to a 1% investment management fee based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

16 Executive Ct St 2, South Barrington, IL, 60010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Sanjay is a certified public accountant at SCL CPA P.C. since 2000 and SCL II CPA P.C. since 2019, spending about half his time on accounting, tax preparation, and payroll. He is also a partner in RASA Group LLC, a real estate investment firm, dedicating minimal time to this activity.

Employment History
Current Registrations
Archer Investment Corporation
August 2017 - Present · 8 yrs 11 mos
Previous Registrations
Triad Advisors, INC.
February 2003 - August 2004 · 1 yr 6 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.