Ashish Bordia is a registered investment advisor at Vihar Capital Management, based in Darien, CT, with 2 years of industry experience. Ashish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vihar Capital Management charges an annual fee based on the value of your portfolio. This fee can range up to 1.5% per year. The fee is charged quarterly. Clients who qualify may instead elect to pay a performance-based fee, where VCM charges 25% of net profits above a 5% hurdle rate, subject to a high-water mark. If the performance fee service is selected, qualified investors will not be charged any additional asset-based management fee on their assets under management.
Location
Darien, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vihar Capital Management
State Registrations2 states
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