Sanjay Pamurthy is a registered investment advisor at Artham Advisors, based in Dallas, TX, with 4 years of industry experience. Sanjay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 28 clients with $22M 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 | 0.90% |
| $1M+ | 0.75% |
Fees are negotiable. In some cases, Artham may set a fixed flat fee for investment management that is lower than the standard fee.
Fee Estimator
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sanjay invests in and manages real estate properties through several personally owned companies and family trusts. He is also a part owner of Elevate Wellness Therapeutics LLC, a medical and wellness treatment company, but his involvement is limited to financial reporting and taxes; all these activities require minimal time.
Employment History
Current Registrations
Artham Advisors
State Registrations2 states
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