Sukhpal Singh is a registered investment advisor at Chakkal Group, based in Bellevue, WA, with 9 years of industry experience. Sukhpal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $780K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chakkal Capital Management receives a percentage of the profits from qualified clients if the fund's net asset value exceeds a 6% threshold. This allocation is 25% of the amount exceeding the threshold. Clients who are not qualified clients pay a 3% annual management fee, billed quarterly.
Location
Bellevue, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sukhpal works as a financial analyst (as a consultant) for Microsoft, dedicating full-time hours to financial analysis and budget modeling since 2019. He also serves as Chief Marketing Director for iLeapFrog Marketing LLC, spending about 10-20% of his time developing marketing campaigns since 2013.
Employment History
Current Registrations
Chakkal Group
State Registrations1 state
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