Shilpa Andalkar is a CFP-designated registered investment advisor at Corient, based in San Francisco, CA, with 12 years of industry experience. Shilpa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 25,061 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corient's investment advisory fee varies based on the services provided and other considerations, but typically ranges up to 1.00% per year of the assets they manage. The fee is billed quarterly in advance, based on the value of your account on the last day of the prior quarter. If you start mid-quarter, the fee is prorated and included in the next quarter's billing. If you end the agreement mid-quarter, you'll receive a prorated refund for the remaining portion of the quarter.
Location
555 Mission St, Suite 3325, San Francisco, CA, 94105
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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.
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Shilpa is an investment committee member for the United Religions Initiative (URI) Foundation since 2020. She attends quarterly meetings, provides guidance on investment policy and strategic asset allocation, and dedicates minimal time to this role.
Employment History
Current Registrations
Corient
Previous Registrations
Ensemble Capital Management, LLC
Brio Financial Group
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Hip Investor, INC.
State Registrations1 state
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.