Sanjeet Dass is a registered investment advisor at Avestar Capital, LLC, based in New York, NY, with 11 years of industry experience. Sanjeet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 188 clients with $1.5B 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 | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Avestar also charges a 0.02% technology fee. Additional fees apply for specific strategies: Custom Equity ETF (0.25%), Custom Liquid Alternatives ETF (0.25%), Custom Fixed Income ETF (0.15%), Options Overlay Strategies (0.50%), Single Stock Custom Options Strategies (0.70%), and Model Delivered Strategies (0.10%).
Fee Estimator
Location
400 Madison Avenue, Floor 21, New York, NY, 10017
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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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Sanjeet is a VP at Avestar Capital, LLC, a registered investment advisor, dedicating full-time hours to portfolio management. He also serves as a director for the Dass Family Charitable Foundation, spending minimal time on this personal family foundation for estate planning purposes.
Employment History
Current Registrations
Avestar Capital, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Avestar Capital, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.