Yash Deshpande is a registered investment advisor at Aureus Capital, based in Charlotte, NC, with 4 years of industry experience. Yash operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 15 clients with $3.8M 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 $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $2.0M | 1.50% |
| $2M+ | 1.25% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aureus Capital
State Registrations1 state
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