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Charan Singh

10 Years of Experience
Sandy, UT

Charan Singh is a registered investment advisor at Skylid Capital Management, INC., based in Sandy, UT, with 10 years of industry experience. Charan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 21 clients with $17M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$831K average
Assets Under Management
$17.5M

Fee Structure

Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K2.00%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.38%
$5.0M - $7.5M1.25%
$7.5M - $10.0M1.13%
$10.0M - $20.0M1.00%
$20M+1.00%

Fee may be negotiable in limited circumstances.

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

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Charan is an instructor for Options Animal, teaching stock and options courses to students in online classes. He also teaches a weekly marketing class to the general public.

Employment History
Current Registrations
Skylid Capital Management, INC.
March 2016 - Present · 10 yrs 2 mos
State Registrations1 state
UT
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.