Srikanth Narayan is a registered investment advisor at Cache Advisors LLC, based in San Francisco, CA, with 3 years of industry experience. Srikanth 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 7 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees range from 0.20% to 1.00% annually depending on the selected model and leverage ratio. Standard models range from 0.50% to 1.00%, and deleverage models range from 0.20% to 0.35%. Fees are negotiable.
Fee Estimator
Location
95 Third St, 2nd Floor, San Francisco, CA, 94103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Srikanth is the CEO and Founder of Cache Financials Inc., a Financial Services Technology company, since January 2022. Srikanth devotes all of his time to this business during securities trading hours.
Employment History
Current Registrations
Cache Advisors LLC
State Registrations50 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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