Sandeep Tyagi is a registered investment advisor at Estee Advisors LLC, based in Monteverde, FL, with 3 years of industry experience. Sandeep 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 3 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Estee Advisors offers portfolio management services. Clients generally pay an annual fee ranging from 0% to 2% of the value of their portfolio. The specific fee is negotiable and will be detailed in the client's agreement. Qualified clients can choose a performance-based fee plan with a 0% fixed fee and up to 25% of capital appreciation over a benchmark. For large portfolios (over $1 million), fees may include fixed fees from 0% to 2% and/or a performance fee from 0% to 50%.
Location
15019 Pendio Drive, Monteverde, FL, 34756
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sandeep is the founder and director of Estee Capital LLC and Estee Holding Inc. He is also a principal of Estee Brokerage LLC, a wholly-owned subsidiary of Estee Holdings Inc, and an equity shareholder and director of SpectraMedix. He is also on the board of Yantri Labs Inc.
Employment History
Current Registrations
Estee Advisors LLC
State Registrations2 states
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