JV
JV

Jay Vora

16 Years of Experience
Colleyville, TX

Jay Vora is a registered investment advisor at Sterling Growth Investments, LLC, based in Colleyville, TX, with 16 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $5.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
10 clients
Average Client Portfolio
$570K average
Assets Under Management
$5.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Colleyville, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Sterling Growth Investments, LLC
May 2009 - Present · 17 yrs
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.