Arvind Chopra is a registered investment advisor at Sagepointe Advisors LLC, based in Fremont, CA, with 8 years of industry experience. Arvind operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 68 clients with $60M 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 | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Fremont, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Arvind is a Senior Principal Engineer at Cadence Design Systems.
Employment History
Current Registrations
Sagepointe Advisors LLC
State Registrations2 states
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