Sambasivan Amarnath is a registered investment advisor at Shri Advisors, based in Dayton, NJ, with 12 years of industry experience. Sambasivan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 161 clients with $100M 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 $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
The above fee schedule applies to portfolios consisting of stocks and ETFs. Different fee schedules apply to portfolios consisting only of ETFs, only of mutual funds, or only of 401k choices. Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
Dayton, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Shri Advisors
State Registrations3 states
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