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Nitin Apte

8 Years of Experience
Bridgewater, NJ

Nitin Apte is a registered investment advisor at Ga Advisors LLC, based in Bridgewater, NJ, with 8 years of industry experience. Nitin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $8.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$880K average
Assets Under Management
$8.8M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K1.25%
$200K - $500K0.90%
$500K - $1.0M0.80%
$1M+0.75%

Minimum annual fee of $1,500 for accounts less than $200,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bridgewater, NJ

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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

As of January 2018, Nitin has no outside business activities. He may seek employment in software engineering and is currently Chair of the Investment Committee for a non-profit organization.

Employment History
Current Registrations
Ga Advisors LLC
February 2018 - Present · 8 yrs 3 mos
State Registrations1 state
NJ
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.