Sandesh Arles
Sandesh Arles is a registered investment advisor at Strive Financial Group, LLC, based in Carmel, IN, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 769 clients with $250M 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 $500K | 1.25% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
The firm maintains two fee schedules (Legacy and Standard). The Legacy tiered schedule is shown above. The Standard schedule charges a single rate across the entire portfolio (1.25% for under $1M, 1.0% for $1M-$5M, and 0.85% for over $5M). Fees are negotiable.
Fee Estimator
Location
10201 N. Illinois Street, Suite 325, Carmel, IN, 46290
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2024Employment History
Current Registrations
Strive Financial Group, LLC
Previous Registrations
Elevated Financial Group
Strive Financial Group, LLC
Valeo Financial Advisors, LLC
Valeo Financial Advisors, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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.
Exams
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