Ashish Sharma is a CFA-designated registered investment advisor at Dgs Capital Management, based in Jersey City, NJ, with 4 years of industry experience. Ashish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Tax Planning. Their firm serves 400 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DGS Capital Management charges an annual fee based on the value of your portfolio. The exact rate depends on factors such as account size, strategy design, level of customization, implementation complexity, and tax-management features. Fees are billed quarterly in arrears and deducted directly from your account by your financial custodian.
Location
101 Hudson Street, 21st Floor, Jersey City, NJ, 07302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dgs Capital Management
Previous Registrations
Dgs Capital Management
Dgs Capital Management
Dgs Capital Management
State Registrations1 state
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.
Exams
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