Sunil Pai is a CFA-designated registered investment advisor at Proforza Advisors LLC, based in Herndon, VA, with 17 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. Their firm serves 9 clients with $9.5M 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 | 0.25% |
Annual management fee ranges from 0.25% to 2.0% of assets under management, assessed and paid monthly. Fees are negotiable based on account size and type. Institutional clients may also be subject to a performance fee ranging from 10% to 20% of net gains.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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
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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