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Milan Karki

4 Years of Experience
Jackson Heights, NY

Milan Karki is a registered investment advisor at Titanhub Capital Management LLC, based in Jackson Heights, NY, with 4 years of industry experience. Milan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 15 clients with $140K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$9K average
Assets Under Management
$140K

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10KIncluded
$10K - $50K5.00%
$50K - $200K4.00%
$200K - $1.0M2.00%
$1M+1.00%

The first tier is a flat fee of $500 per year. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3766 74th Street, 2nd Floor, Jackson Heights, NY, 11372

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Titanhub Capital Management LLC
December 2021 - Present · 4 yrs 5 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.