Sathish Veeraraghavan
Sathish Veeraraghavan is a CFA-designated registered investment advisor at First Principles Investment Management LLC, based in Los Gatos, CA, with 3 years of industry experience. Sathish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 27 clients with $7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.1M | 0.50% |
| $1.1M+ | 0.50% |
For accounts over $1,100,000, FPIM offers a performance-based fee structure: 0.5% of the portfolio value plus 20% of the annual portfolio performance above an agreed-upon benchmark. Fees are negotiable.
Fee Estimator
Location
Los Gatos, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sathish is a business development officer for MetroMapper, LLC, dedicating about 10-20% of his time to meeting with potential customers and helping investors. He also works as a Head Learning Facilitator for UC Berkeley Executive Education, spending about 10-20% of his time preparing materials, teaching, and providing feedback to students.
Employment History
Current Registrations
First Principles Investment Management LLC
State Registrations2 states
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