Abhay Srivastava is a CFA-designated registered investment advisor at As Investment Partners LLC, based in Leander, TX, with 7 years of industry experience. Abhay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AS Investment Partners offers investment management services. For clients who meet certain requirements, ASIP charges a performance-based fee of 25% of the increase in your portfolio's net assets above a 6% annual rate, subject to a high water mark. For other clients, ASIP charges 1.00% of the value of your portfolio annually. This fee is negotiable.
Location
Leander, TX
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Abhay owns rental property since November 2023. This activity is not investment related and requires minimal time.
Employment History
Current Registrations
As Investment Partners LLC
Previous Registrations
Hutchinson Capital Management
State Registrations1 state
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.