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Rohit Singhal

7 Years of Experience
San Jose, CA

Rohit Singhal is a registered investment advisor at Turbo-Calc, LLC, based in San Jose, CA, with 7 years of industry experience. Rohit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4 clients with $1M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$250K average
Assets Under Management
$1.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Turbo-Calc does not charge a management fee based on the value of your portfolio. Instead, Turbo-Calc charges a performance fee of 20% of new profits in the account. This means Turbo-Calc only gets paid if the account makes money above any previous losses. This fee is paid annually or upon withdrawal from the account.

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Location

88 E. San Fernando Street, Suite 1504, San Jose, CA, 95113

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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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Other Business Activities

Rohit is employed full-time by Intel Corporation as an engineer. This activity is not investment-related.

Employment History
Current Registrations
Turbo-Calc, LLC
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Turbo-Calc, LLC
February 2019 - December 2022 · 3 yrs 10 mos
Turbo-Calc, LLC
March 2018 - December 2018 · 9 mos
State Registrations1 state
CA
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.
Rohit Singhal - Financial Advisor | TrueAdvisor