Sanjay Puri is a registered investment advisor at Infinity Wealthcare, LLC, based in Cumming, GA, with 6 years of industry experience. Sanjay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 23 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
Cumming, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sanjay works full-time as a Director of Business Development and Account Management at Amdocs, Inc., an enterprise software company, since 2004. His duties involve overseeing software project development and delivery for telecommunications clients.
Employment History
Current Registrations
Infinity Wealthcare, LLC
State Registrations2 states
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