Rishi Sondhi is a registered investment advisor at Sondhi Capital, LLC, based in Chelmsford, MA, with 15 years of industry experience. Rishi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sondhi Capital's investment management fees are based on the value of your portfolio and are charged quarterly. The annual fee ranges from 0.50% to 2.00% depending on the investment strategy and the size of your account. Fees may be negotiable.
Location
Chelmsford, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rishi works as an Emerging Products Manager at National Grid, a non-investment related role. This takes nearly all of Rishi's time.
Employment History
Current Registrations
Sondhi Capital, LLC
State Registrations1 state
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