Jonathan Chesshire is a registered investment advisor at Sindia Capital Advisers, LLC, based in New York, NY, with 10 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sindia Capital Advisers' fees are based on a percentage of the value of your portfolio, hourly charges, or fixed fees. The fees are negotiated with each client and depend on factors like the size of the account and the amount of work involved. The percentage-based fees typically range from 0.30% to 1.00% per year. All fees are negotiable and subject to change.
Location
21 West 46th Street, Suite 1507, New York, NY, 10036
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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.
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Jonathan is the president of East Coast Residential Services, a property care company, spending minimal time on this role. He is also a partner in ECRS Holdings, a non-operating LLC, but dedicates no time to it.
Employment History
Current Registrations
Sindia Capital Advisers, LLC
Clearbrook Investment Solutions LLC
Previous Registrations
Cbf Advisors, LLC
Lockwood Advisors INC
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.