Nandita Das is a CFA, CFP-designated registered investment advisor at Insight Financial Strategists, based in Newark, DE, with 8 years of industry experience. Nandita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Gen X, High Net Worth, and 4 more. Their firm serves 24 clients with $25M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30M+ | 0.30% |
In some circumstances the fee charged may be less than above. A minimum household charge of $12,000 per year generally applies. This household charge may be waived or reduced at the discretion of Insight Financial Strategists.
Fee Estimator
Contact
Nandita Das
Location
Newark, DE
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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 →Other Business Activities
Nandita is a professor at Delaware State University since 2010, spending nearly full-time hours per month, with 80 hours during trading hours. She is also a registered investment advisor at DAS Financial Health since 2021, dedicating about a quarter of her time, all during trading hours.
Employment History
Current Registrations
Insight Financial Strategists
Previous Registrations
Origin Financial
Das Financial Health
Envision Wealth Planning, INC.
Das Financial Health, LLC
Waddell & Reed
Waddell & ReedBroker
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.