JS
CFA
JS
CFA

Jastinder Singh Sohi

15 Years of Experience
Areas of Practice
Investment ManagementHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
1,234 clients
Average Client Portfolio
$32.6M average
Assets Under Management
$40.3B

Fee Structure

Minimum Investment:$3M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.25%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$35,000
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Location

7501 Wisconsin Avenue, 15th Floor, Bethesda, MD, 20814

Get directions

History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Chevy Chase Trust Company
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
M&t Securities, INC.
April 2012 - July 2016 · 4 yrs 3 mos
M&t Securities, INC.Broker
April 2012 - July 2016 · 4 yrs 3 mos
Wells Fargo Advisors, LLC
August 2010 - November 2011 · 1 yr 3 mos
Wells Fargo Advisors, LLCBroker
February 2010 - November 2011 · 1 yr 9 mos
State Registrations5 states
DCMDNCRIVA
Advisor
Exams
No exam information available for this advisor.
Jastinder Singh Sohi - Financial Advisor | TrueAdvisor