Jasdeep Khera is a registered investment advisor at Yieldwink Capital, based in astoria, NY, with 5 years of industry experience. Jasdeep operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be reduced for related family members, and Yieldwink Capital reserves the right to waive fees at its discretion. Yieldwink Capital LLC may share a portion of its advisory fees with third-party advisers.
Fee Estimator
Location
astoria, NY
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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 →Employment History
Current Registrations
Yieldwink Capital
Previous Registrations
Rainmaker Securities, LLCBroker
Cion Securities, LLCBroker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
State Registrations1 state
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