Sanjay Parikh is a registered investment advisor at Lotusment Advisors, LLC, based in Bothell, WA, with 5 years of industry experience. Sanjay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 46 clients with $8.8M 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 $10K | Included |
| $10K - $50K | 0.75% |
| $50K - $100K | 1.25% |
| $100K+ | 1.00% |
Fees are negotiable. For accounts managed through third-party advisors, Lotusment's fee is up to 1.00% annually, and the total combined fee (including third-party fees) will not exceed 1.60% of assets under management.
Fee Estimator
Location
Bothell, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sanjay works full-time as a Data Architect for Snohomish County, advising on data analysis, management systems, and AI solutions. He dedicates a few hours per week to this role during securities trading hours.
Employment History
Current Registrations
Lotusment Advisors, LLC
State Registrations2 states
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