Sunandan Clerk is a CFA, CFP-designated registered investment advisor at Dhamma Capital, based in Walnut Creek, CA, with 10 years of industry experience. Sunandan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 53 clients with $77M 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 | 1.50% |
Accounts in the same household may be combined for a lower annual fee. The annual fee may be negotiable based on various criteria.
Fee Estimator
Location
Walnut Creek, CA
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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.
Learn about disclosures →Other Business Activities
Sunandan is a registered tax preparer (CRTP) with the California Tax Education Council, though he does not solicit clients and spends no time on this activity.
Employment History
Current Registrations
Dhamma Capital
Previous Registrations
Regal Investment Advisors LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
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.