AP
AP

Ajit Paranjpe

9 Years of Experience
Basking Ridge, NJ

Ajit Paranjpe is a registered investment advisor at Prima Innotech, based in Basking Ridge, NJ, with 9 years of industry experience. Ajit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $250K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$250K average
Assets Under Management
$250K

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees vary based on portfolio style selected by the client: Plus (0.75%), Premium (1.00%), Silver & Momentum (1.25%), Gold & TurboBlend (1.50%).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Basking Ridge, NJ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Prima Innotech
July 2016 - Present · 9 yrs 10 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
Ajit Paranjpe - Financial Advisor | TrueAdvisor