Amandeep Singh is a registered investment advisor at Equanimity Financial Partners, based in Pasadena, CA, with 1 years of industry experience. Amandeep operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 643 clients with $170M 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 $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees are generally not negotiable.
Fee Estimator
Location
100 Corson Street, Suite 210, Pasadena, CA, 91103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Equanimity Financial Partners
Previous Registrations
Pruco Securities, LLC.Broker
State Registrations1 state
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