Sunkul Soni is a registered investment advisor at Three Bell Capital LLC, based in Matthews, NC, with 18 years of industry experience. Sunkul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 628 clients with $5.1B 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 | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable based on client needs and situation complexity. Fees are paid quarterly in arrears.
Fee Estimator
Location
Matthews, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Sunkul is the founder of SKS Ventures LLC, a personal business for investment purposes, since 2017. He spends a few hours per week on this venture outside of securities trading hours.
Employment History
Current Registrations
Three Bell Capital LLC
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
State Registrations2 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
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