Chandrasen Gunda is a registered investment advisor at Nurture Investment Strategies LLC, based in Goleta, CA, with 4 years of industry experience. Chandrasen 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 26 clients with $47M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
These rates apply to 'core' portfolios. 'Complex' portfolios (over $1M and trading options) are charged: Up to $5M: 1.25% or Over $5M: 1.00%. Fees may be negotiable.
Fee Estimator
Location
Goleta, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nurture Investment Strategies LLC
State Registrations2 states
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