Aalok Devkota is a registered investment advisor at Devkota Capital Advisors, based in Irvine, CA, with 9 years of industry experience. Aalok operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $7.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are based on the model portfolio selected: Growth-Equity (2.5%), Large Cap Blended (2%), Tactical ETF (1.5%), Income (0.5%). Fees may be negotiable. Total fees paid to Devkota Capital Advisors and/or a third-party advisor will not exceed 3% annually.
Fee Estimator
Location
Irvine, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Devkota Capital Advisors
Previous Registrations
Abundance Advisers
State Registrations2 states
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