Sarath Nallamudi is a registered investment advisor at Streetwise Capital, based in Johns Creek, GA, with 6 years of industry experience. Sarath operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment 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 | 1.80% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000. Qualified clients also pay a performance fee of 20% of capital gains each quarter.
Fee Estimator
Location
Johns Creek, GA
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
Sarath is the Director/Principal consultant for SRS Systems, LLC, an IT consulting business, since 2011. He dedicates minimal time to this activity, providing services on a need-only basis.
Employment History
Current Registrations
Streetwise Capital
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.