Suneil Kalantry is a CFA-designated registered investment advisor at Kalantry Advisors LLC, based in Forest Hills, NY, with 4 years of industry experience. Suneil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 49 clients with $17M 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 | 1.00% |
| $500K+ | 0.75% |
Fees are generally negotiable. When utilizing third-party managers such as SEI Private Trust Company, Kalantry Advisors charges its standard fee on top of the third-party fee, with total combined fees not exceeding 2.00% of the portfolio's value.
Fee Estimator
Location
Forest Hills, NY
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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.
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Suneil is a CPA and Partner at Kalantry LLP, and may offer clients advice or products from this activity. Kalantry Advisors LLC always acts in the best interest of the client, and clients are not required to use Kalantry Advisors LLC representatives as accountants.
Employment History
Current Registrations
Kalantry Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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