Devika Kamboh
Devika Kamboh is a CFP-designated registered investment advisor at Sohum Financial Planning, LLC, based in Bailey, CO, with 25 years of industry experience. Devika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 5 clients with $4M 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 | 2.00% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
Bailey, CO
Get directionsHistory
Regulatory History (3)
Judgment / Lien
March 2023Judgment / Lien
September 2019Employment Separation After Allegations
May 2019Other Business ActivitiesSells Insurance
Devika is an insurance agent with Pinnacle Group, MRW Financial Brokerage General Agency, and Crump General Agencies, spending a few hours per week on this. She also owns Sohum Mountain Ranch LLC and a rental property in NYC, dedicating minimal time to each.
Employment History
Current Registrations
Sohum Financial Planning, LLC
Previous Registrations
Innovation Partners LLCBroker
Kovack Securities INC.Broker
Kovack Advisors, INC.
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
1717 Capital Management CompanyBroker
Essex National 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.