Monica Kalra
Monica Kalra is a registered investment advisor at Nri Wealth Management, LLC, based in Santa Clara, CA, with 6 years of industry experience. Monica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 324 clients with $220M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.65% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
5201 Great America Pkwy, Suite 320, Santa Clara, CA, 95054
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 ActivitiesSells Insurance
Monica is a sole proprietor and insurance agent selling fixed insurance products since 2017. She spends minimal time on this activity.
Employment History
Current Registrations
Nri Wealth Management, LLC
State Registrations1 state
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