Samundra Timilsina
Samundra Timilsina is a registered investment advisor at Csuite Investment LLC, based in San Francisco, CA, with 15 years of industry experience. Samundra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 27 clients with $28M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Csuite Investment offers ongoing financial management and budgeting services for a monthly fee ranging from $300 to $5,000. This fee is in addition to the fixed fee for the initial financial plan. The fee covers customized budgeting services based on your individual financial goals and objectives, assistance in managing bill payment/receipt tracking and financial analysis, monitoring progress through financial planning tools, and continuous support.
- Financial Planning Services: Fixed fee ranging from $3,000 to $30,000, depending on the complexity and scope of the services.
- Financial Consulting Services: Fixed fees range from $5,000 to $50,000, depending on the scope and complexity of the services rendered.
- Hourly Consulting: $500 per hour, which is negotiable depending on the scope and complexity of the project.
Location
One Market Street, Spear Tower 36th Floor, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2019Other Business ActivitiesSells Insurance
Samundra is the CIO/IAR and Managing Member/CCO of CSUITE Investment LLC, a registered investment adviser, dedicating nearly full-time hours to this role. He is also an insurance agent, spending about 10-20% of his time in this capacity.
Employment History
Current Registrations
Csuite Investment LLC
Previous Registrations
Wealthup
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
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.