Sudhir Holla is a registered investment advisor at Mytimeequity, based in Plano, TX, with 3 years of industry experience. Sudhir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 275 clients with $85M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
For select strategies such as futures trading, options overlay, shorting strategy, the firm will charge a performance fee of up to 20%.
Fee Estimator
Location
4512 Legacy Drive, Suite 100, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sudhir is a 49% owner of Koalla Technologies LLC, an investment-related firm, since January 2020. He dedicates nearly full-time hours to the firm, developing algorithms, managing the website, and handling relationships with third-party program developers, with a significant portion of this time occurring during market hours.
Employment History
Current Registrations
Mytimeequity
State Registrations3 states
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