Vid Ponnapalli is a CFP-designated registered investment advisor at Unique Financial Advisors LLC, based in Holmdel, NJ, with 11 years of industry experience. Vid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 49 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for portfolios of $5,000,000 and above are negotiable. Quarterly planning fees are waived if portfolio reaches $1,000,000.
Fee Estimator
Contact
Vid Ponnapalli
Location
999 Palmer Ave., Suite 5, Holmdel, NJ, 07733
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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.
Learn about disclosures →Other Business Activities
Vid is the sole owner of Unique Tax Consultants, providing tax preparation and planning services since April 2017. This takes about 10-20% of Vid's time.
Employment History
Current Registrations
Unique Financial Advisors LLC
State Registrations3 states
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
Additional Information
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