Sandeep Jain is a registered investment advisor at Jain Capital Management LLC, based in Saratoga, CA, with 18 years of industry experience. Sandeep operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. Firm also offers performance-based fees.
Fee Estimator
Location
Saratoga, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sandeep is the Owner/Manager of AppPerfect Corporation since 2003, which is a non-investment related activity. This takes about a quarter of Sandeep's time.
Employment History
Current Registrations
Jain Capital Management LLC
State Registrations1 state
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