Sripat Pandey is a registered investment advisor at Satva Advisors LLC, based in Kingston, NJ, with 8 years of industry experience. Sripat 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 4 more. Their firm serves 7 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable based on total assets under management and additional services provided. Relationships over $10 million pay a flat 0.50% on the total amount.
Fee Estimator
Location
4420 Route 27, Suite B, Kingston, NJ, 08528
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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
Sripat is on the board of RBD Real Estate Inc. and some of its subsidiaries, Quintype Technologies Inc., and BK Media Inc. in advisory roles. He dedicates minimal time to each of these activities and owns a small stake in Quintype Technologies Inc.
Employment History
Current Registrations
Satva Advisors LLC
Global Wealth Management, LLC
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.
Exams
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