AS
AS

Andrew Saraga

7 Years of Experience
New York, NY

Andrew Saraga is a registered investment advisor at Khelp Financial LLC, based in New York, NY, with 7 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

Khelp Financial charges a management fee based on the investment strategy and the amount in your account. The fee is 2.0% annually for the Fundamental, Diversified, Momentum Bitcoin, and Momentum Matrix strategies. For the Momentum Bitcoin and Momentum Matrix strategies, there is also a 10% performance fee for qualified investors. The fee is calculated on the average daily market value of your assets and is charged quarterly. Khelp uses Securitize, which charges a transaction fee of 0.35% on all trades.

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Location

New York, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew is a manager and member of Calican, LLC, a container packaging company, and Khelp Financial, LLC, a cryptocurrency advisory firm. He spends about half his time on each business, with about 10-20% of his time spent on each during trading hours.

Employment History
Current Registrations
Khelp Financial LLC
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
P2 Corporate Finance, LLCBroker
May 2023 - January 2026 · 2 yrs 8 mos
Truist Securities, INC.Broker
August 2018 - July 2021 · 2 yrs 11 mos
State Registrations2 states
FLNY
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.