Kuldeepak Acharya is a registered investment advisor at Anchin Wealth Management LLC, based in New York, NY, with 19 years of industry experience. Kuldeepak 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 25 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Anchin Wealth Management does not directly manage your investments. Instead, they connect you with third-party money managers who will manage your account. These managers charge fees based on a percentage of your assets. Anchin receives up to 35% of the management fee charged by the third-party manager as a referral fee. For example, if a manager charges 1.25% annually on a $1,000,000 account, Anchin could receive up to $4,375.
Location
3 Times Square, 25th Floor, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kuldeepak works at Anchin, Block, Anchin LLC CPA firm since 1993. This non-investment related activity takes nearly full-time hours during trading hours.
Employment History
Current Registrations
Anchin Wealth Management LLC
Previous Registrations
Anchin Capital LLCBroker
State Registrations1 state
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