Sudhir Pai is a registered investment advisor at Mytimeequity, based in Plano, TX, with 8 years of industry experience. Sudhir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 275 clients with $85M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
For select strategies such as futures trading, options overlay, shorting strategy, the firm will charge a performance fee of up to 20%.
Fee Estimator
Location
4512 Legacy Dr Unit 100, Plano, TX, 75024
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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
Sudhir is involved in numerous business activities, including tax preparation, CPA duties, personal investments, real estate, and hedge funds. He also serves as CEO of Surelynow, LLC, where he performs life insurance-related duties, dedicating a few hours per week to this role.
Employment History
Current Registrations
Mytimeequity
Previous Registrations
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Emerson Equity LLC
Emerson Equity LLCBroker
Coastal Equities, INC.Broker
H.D. Vest Investment ServicesBroker
State Registrations5 states
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