Sunil Pai is a CFA-designated registered investment advisor at Proforza Advisors LLC, based in Herndon, VA, with 16 years of industry experience. Sunil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ProForza Advisors' fees include a combination of management and performance-based fees, which are negotiable.
For retail and institutional clients, the annual management or service fee ranges from 0.25% to 2.0% of assets under management, assessed and paid monthly. The performance fee, if any, ranges from 10% to 20% of net gain, assessed and collected generally on a calendar quarter basis subject to high water marks.
For retail clients, there is no performance fee unless separately negotiated.
For sub-adviser clients, the maximum aggregate annual management fee is 2%.
Location
Herndon, VA
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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.
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Sunil is a managing member of Quantworks, LLC, which is investment-related but currently dormant. He spends minimal time on this activity as the business has ceased operations.
Employment History
Current Registrations
Proforza Advisors LLC
Previous Registrations
Quantworks
State Registrations1 state
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