Sukesh Pai
Sukesh Pai is a CFA-designated registered investment advisor at Trillium Square Advisors LLC, based in Rolesville, NC, with 7 years of industry experience. Sukesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 55 clients with $27M 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 $300K | 1.19% |
| $300K - $1.0M | 0.99% |
| $1.0M - $3.0M | 0.79% |
| $3M+ | 0.59% |
Fee Estimator
Location
Rolesville, NC
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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
Sukesh is an insurance agent for various insurance companies since 2021 and receives commissions from product transactions for advisory clients. Clients are not obligated to use Sukesh for implementation of advisory recommendations.
Employment History
Current Registrations
Trillium Square Advisors LLC
State Registrations3 states
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