Gaurav Sahni is a registered investment advisor at Estee Advisors LLC, based in Short Hills, NJ, with 3 years of industry experience. Gaurav 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
830 Morris Turnpike, Suite 483, Short Hills, NJ, 07078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gaurav is employed with Estee Capital LLC as the head of Asset Management and Global Business Development since 2013. Gaurav is also a principal of Estee Brokerage LLC.
Employment History
Current Registrations
Estee Advisors LLC
State Registrations2 states
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