Manish Kapoor is a CFA-designated registered investment advisor at Oxford Chase Advisors LLC, based in Peachtree Corners, GA, with 5 years of industry experience. Manish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 220 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For qualified investors, Oxford Chase Advisors offers a performance-based fee of 20% of the net gain in quarterly market value, subject to a high-water mark.
Fee Estimator
Location
Peachtree Corners, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oxford Chase Advisors LLC
State Registrations5 states
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