Tendai Charasika is a CFP-designated registered investment advisor at Saling Wealth Advisors, based in Louisville, KY, with 5 years of industry experience. Tendai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 239 clients with $520M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7.0M - $8.0M | 0.70% |
| $8.0M - $9.0M | 0.65% |
| $9.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees may be negotiable for special situations.
Fee Estimator
Location
9750 Ormsby Station Road, Suite 102, Louisville, KY, 40223
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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
Tendai is involved with several non-profit and educational organizations, including Amplify Louisville, the University of Louisville, and Saint Xavier High School. These activities involve board membership, advising, and mentorship, taking minimal time for each.
Employment History
Current Registrations
Saling Wealth Advisors
State Registrations1 state
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