Anup Desai is a registered investment advisor at Nexus Capital INC, based in Matthews, NC, with 17 years of industry experience. Anup operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 67 clients with $7M 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 $50K | 1.25% |
| $50K+ | 1.00% |
Fees are negotiable. Portfolio minimum of $50,000 is preferred.
Fee Estimator
Location
2423-B Plantation Center Drive, Suite B, Matthews, NC, 28105
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 →Other Business ActivitiesSells Insurance
Anup is a co-manager of Nexus Ventures LLC, an investment company, and also works as an independent insurance agent, dedicating a few hours per week to each. Additionally, Anup is a trustee, a CPA and tax preparer, and owns/manages rental properties, and is a managing member of a hotel business.
Employment History
Current Registrations
Nexus Capital INC
Previous Registrations
Hd Vest Investment ServicesBroker
MML Investors Services, LLCBroker
1717 Capital Management CompanyBroker
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.