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Tsewang Nyendak

21 Years of Experience
New York, NY
BrokerSells Insurance

Tsewang Nyendak is a registered investment advisor at Arete Wealth Advisors, LLC, based in New York, NY, with 21 years of industry experience. Tsewang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,426 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
138 advisors
Number of Clients
5,426 clients
Average Client Portfolio
$506K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $249K3.00%
$249K - $750K2.50%
$750K - $1.5M2.00%
$1.5M - $5.0M1.75%
$5M+1.50%

Fees are negotiable. A $50,000 initial minimum account balance is generally required, but may be waived.

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

5 Hanover Square, 12th Floor, New York, NY, 10004

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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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Other Business ActivitiesSells Insurance

Tsewang works full-time as a registered representative/advisor for Fincadia LLC, Fincadia Wealth Management LLC, and Fincadia Capital Partners LLC since 2022. Since 2023, Tsewang also works as an insurance agent, dedicating about 10-20% of their time to this non-investment related activity.

Employment History
Current Registrations
Arete Wealth Advisors, LLC
January 2024 - Present · 2 yrs 6 mos
Arete Wealth Management, LLCBroker
July 2022 - Present · 4 yrs
Previous Registrations
National Securities CorporationBroker
October 2004 - July 2022 · 17 yrs 9 mos
State Registrations21 states
ALAZCACOCTFLGAILLAMAMDMIMNNJNYOHOKSCTXVAWA
AdvisorBrokerBoth

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.