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Jai Singh

4 Years of Experience
Broomfield, CO

Jai Singh is a registered investment advisor at Arroit Services INC, based in Broomfield, CO, with 4 years of industry experience. Jai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$76K

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.60%
$5M+0.40%

Arroit will not charge more than 2% in aggregate for family members living in the same household.

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

Broomfield, CO

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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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Other Business Activities

Jai is a part-time real estate agent in Colorado with HomeSmart Realty since 2014.

Employment History
Current Registrations
Arroit Services INC
December 2021 - Present · 4 yrs 5 mos
State Registrations1 state
CO
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.
Jai Singh - Financial Advisor | TrueAdvisor