Prasant Sahoo is a CFA-designated registered investment advisor at Mission Peak Investors, LLC, based in Fremont, CA, with 9 years of industry experience. Prasant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 15 clients with $43M 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 | 0.60% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.60% |
Fees for assets over $6,000,000 are negotiable. Performance-based fees are available for qualified clients with a base fee of up to 0.60% plus up to 15% of yearly performance above an agreed-upon benchmark.
Fee Estimator
Location
Fremont, 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
Mission Peak Investors, LLC
State Registrations1 state
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Exams
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