Kapil Shiohare is a registered investment advisor at Thinagee Investments INC., based in Chevy Chase, MD, with 20 years of industry experience. Kapil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $210M 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 $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fee is negotiable based upon portfolio size and other business considerations.
Fee Estimator
Location
2 Wisconsin Circle, Suite 700, Chevy Chase, MD, 20815
Get directionsHistory
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 →Employment History
Current Registrations
Thinagee Investments INC.
Previous Registrations
First Management Group Investments 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.