Shailesh Kshatriya is a CFA-designated registered investment advisor at Trident Advisory Partners, LLC, based in Charlotte, NC. Shailesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
TAP offers three tiers of service: Administrative Support Only (0.15%), Investment Advisory Only (0.25%), and Bundled Administrative Support and Advisory (0.40%).
Fee Estimator
Location
615 S College St Floor 9, Charlotte, NC, 28202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trident Advisory Partners, LLC
State Registrations1 state
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