Percy Kandukira is a registered investment advisor at Ornate Investment Managers LLC, based in Irvine, CA, with 2 years of industry experience. Percy 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Ornate Investment Managers charges a percentage of your portfolio's value for investment management. The exact fee depends on the investment strategy and the amount you invest. For example, the fee for commercial paper, fixed income, and government securities is 1.50% on the first $1 million to $2 million, decreasing to 1.25% for $2 million to $10 million, 1.00% for $10 million to $20 million, and 0.75% for balances above $20 million. These fees are negotiable and may vary from client to client. Legacy clients may have different fee schedules.
Location
530 Technology Drive, Suite 100 - 200, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Percy is a managing member at Ornate, an investment banking firm, since 2019. He spends minimal time on deal origination and execution.
Employment History
Current Registrations
Ornate Investment Managers LLC
Finalis Securities LLC
Finalis Securities LLCBroker
State Registrations1 state
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