SV
CFP
SV
CFP

Sahil Vakil

7 Years of Experience
New York, NY

Sahil Vakil is a CFP-designated registered investment advisor at Myra Wealth, based in New York, NY, with 7 years of industry experience. Sahil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 59 clients with $65M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
59 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$65.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$25
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $3.0M1.00%
$3.0M - $4.0M0.75%
$4.0M - $5.0M0.50%
$5M+0.25%

These fees apply to clients with a paid subscription. Clients on the free subscription pay 1.50% on all assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

New York, NY

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Myra Wealth
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Myra Capital LLC
May 2018 - October 2023 · 5 yrs 5 mos
State Registrations2 states
NYTX
Advisor

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
No exam information available for this advisor.
Sahil Vakil - Financial Advisor | TrueAdvisor