Abdul Mallick is a registered investment advisor at Sampatti Financial LLC, based in Leesburg, VA, with 7 years of industry experience. Abdul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 61 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sampatti Financial charges an annual fee based on a percentage of the value of your account. The annual fee ranges from 0.35% to 2.50%. The fees are negotiable based on factors such as the type of client, complexity, and the amount of assets managed. Qualified investors have the option to utilize a performance-based fee structure, ranging from 17% to 25% of all profits from a high-water mark level. A management fee will also be charged to the client account when a performance based fees is charged and also when a performance based fee is not charged.
Location
Leesburg, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Abdul is a Vice President at Flying Phase, where he designs business solutions leveraging big data and machine learning. While this is his full-time employment, he also manages company activities as needed.
Employment History
Current Registrations
Sampatti Financial LLC
State Registrations3 states
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