Milind Pasari is a CFA, CFP-designated registered investment advisor at Surya Capital, LLC, based in Irvine, CA, with 13 years of industry experience. Milind operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 20 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
10 Corporate Park, Suite 120, Irvine, CA, 92606
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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 Activities
Milind is the 100% owner of Pasari CPA PC, an accounting and tax practice.
Employment History
Current Registrations
Surya Capital, LLC
Previous Registrations
Kfico, LLC Registered Investment Advisor
State Registrations1 state
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