Sunil Joshi is a registered investment advisor at Quadram Capital LLC, based in Jersey City, NJ, with 9 years of industry experience. Sunil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12 clients with $1.1M 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee-based Portfolio Management. Subject to a $75 minimum monthly fee. Fees are negotiable.
Fee Estimator
Location
Jersey City, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Quadram Capital LLC
Previous Registrations
Quadram Capital LLC
State Registrations2 states
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