Ananda Das is a CFP-designated registered investment advisor at Life Strategy Partners, based in Tucson, AZ, with 13 years of industry experience. Ananda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable. For clients who do not meet the $500,000 minimum, a Hybrid Pricing Model is offered: 0.30% annual investment management fee plus a $300 monthly financial planning fee. The fee for the outside manager is included in the Annual Advisory Fee, with no additional cost for the client.
Fee Estimator
Contact
Ananda Das
Location
6340 N. Campbell Ave., Suite 270, Tucson, AZ, 85718
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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
Ananda is a notary in Tucson, AZ, but is not currently offering this service. Ananda is also a co-owner of rental real estate in Tucson, AZ, but is a silent partner with no activity.
Employment History
Current Registrations
Life Strategy Partners
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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.