Siva Kumar is a registered investment advisor at Zen Trading LLC, based in San Diego, CA, with 10 years of industry experience. Siva operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3 clients with $1.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zen Trading offers investment management services for a fee based on a percentage of your assets. The standard annual fee is 2.00%. In addition to the asset-based fee, Zen Trading also charges a performance-based fee tied to the capital appreciation within your account. There is a minimum account size of $200,000.
Zen Trading also offers two fee options that include both an asset-based fee and a performance fee for "qualified clients":
- 1% AUM Fee + 15% Performance Fee for annual returns over 0% + 20% Performance Fee for annual returns over 100%
- 2% AUM Fee + 15% Performance Fee for annual returns over 10% + 20% Performance Fee for annual returns over 100%
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Siva is the managing member of Zen Trading, LLC since 2018, providing portfolio management services. This activity is investment-related.
Employment History
Current Registrations
Zen Trading LLC
Serene Growth Partners LLC
State Registrations1 state
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