AD
CFA
AD
CFA

Ashish Desai

11 Years of Experience
Atlanta, GA

Ashish Desai is a CFA-designated registered investment advisor at Desai Capital Management, INC., based in Atlanta, GA, with 11 years of industry experience. Ashish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.25%

0.25% charged quarterly. In addition to the fees mentioned in Item 5, Clients will be charged a 10% performance fee on gains annually on an absolute return basis.

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

Atlanta, GA

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Desai Capital Management, INC.
May 2014 - Present · 12 yrs
State Registrations1 state
GA
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.