Vikram Kaul is a registered investment advisor at Northstar Portfolio Investments, LLC, based in Stamford, CT, with 11 years of industry experience. Vikram operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 65 clients with $59M 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 | 1.25% |
| $1M+ | 0.95% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
80, Fourth Street, Stamford, CT, 06905
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Northstar Portfolio Investments, LLC
State Registrations4 states
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