Kishore Joshi is a registered investment advisor at Joshi Capital Management, LLC, based in Cumming, GA, with 6 years of industry experience. Kishore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 59 clients with $15M 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% |
Management Fee may range from no such fee to 1.5% (on an annual basis) of the asset value of net assets under management. The Management Fee is charged quarterly in arrears, based on the average net asset value of the account during the quarter. Clients who are “qualified” per SEC may elect to have Performance Fees instead of Management Fees. For “qualified clients” who choose to have Performance Fees, JCM charges no management fee and only charges Performance Fees over a hurdle rate.
Fee Estimator
Location
Cumming, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Joshi Capital Management, LLC
State Registrations3 states
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