Avneet Kaur
Avneet Kaur is a registered investment advisor at Global Investment Capital LLC, based in West Hills, CA, with 4 years of industry experience. Avneet 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, Insurance Planning, and 3 more. Their firm serves 12 clients with $270K 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 $10.0M | 1.75% |
| $10.0M - $50.0M | 1.50% |
| $50M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
6700 Fallbrook Ave., West Hills, CA, 91307
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
Avneet is involved in real estate sales, fixed life insurance and fixed annuity sales, and runs a solo proprietorship focused on life insurance sales, dedicating about 10-20% of their time to each. Avneet is also a co-founder of Tax Family Office, an accounting firm, spending minimal time on consulting related to investments and taxes.
Employment History
Current Registrations
Global Investment Capital LLC
Previous Registrations
Corecap Advisors
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.