Rishi Gosalia is a registered investment advisor at Sf Value Capital, LLC, based in Pleasanton, CA, with 7 years of industry experience. Rishi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $14M 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 $250K | 0.72% |
| $250K - $500K | 0.40% |
| $500K+ | 0.20% |
SF Value Capital may combine the account values of family members living in the same household to determine the applicable advisory fee. SF Value Capital, in its sole discretion, may charge a lesser management fee based on certain other criteria.
Fee Estimator
Location
Pleasanton, CA
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 →Employment History
Current Registrations
Sf Value Capital, LLC
State Registrations2 states
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.