Shiran Bolganim is a registered investment advisor at Nardis Advisors LLC, based in Zichron Yaakov, with 5 years of industry experience. Shiran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 147 clients with $140M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts above $10,000,000.
Fee Estimator
Location
Zichron Yaakov
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shiran is the owner of an investment management business since 2013, dedicating about 10-20% of their time. Shiran is also a managing partner in Portfolio A L.P. and a General Manager at Altshuler Shaham Owl L.P., both private investment funds, dedicating nearly full-time hours to each.
Employment History
Current Registrations
Nardis Advisors LLC
State Registrations1 state
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