Sunil Misra
Sunil Misra is a ChFC-designated registered investment advisor at Dmk Advisor Group, INC., based in Orange Park, FL, with 13 years of industry experience. Sunil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 298 clients with $84M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Orange Park, FL
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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 ActivitiesSells Insurance
Sunil is a managing partner at Indus International LLC, selling fixed insurance products, and spends about half his time there. He also manages advisory accounts at Compass Financial Management LLC, dedicating about 10-20% of his time, is a board member at Rotary Club of Orange Park Sunset, and owns Sunil Misra LLC for IT consulting services.
Employment History
Current Registrations
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.Broker
Previous Registrations
Dmk Advisor Group, INC.
Compass Financial Management LLC
Dmk Advisor Group, INC.
Royal Alliance Associates, INC.
New Century Financial Group, LLC
Royal Alliance Associates, INC.Broker
The Leaders Group, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations7 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.