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Karanjit Kamboj

1 Year of Experience
Roslyn Heights, NY

Karanjit Kamboj is a registered investment advisor at 2k Capital L.L.C., based in Roslyn Heights, NY, with 1 years of industry experience. Karanjit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$5.1M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $10.0M1.25%
$10M+1.00%

Fees may be negotiable at the sole discretion of the Advisor. Client accounts below $200,000 are subject to a flat fee of $3,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Roslyn Heights, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Karanjit works full-time as a Financial Analyst in the Financial Planning & Analysis Group at M&T Bank. He is responsible for financial planning, forecasting, and reporting for the firm's commercial bank segments.

Employment History
Current Registrations
2k Capital L.L.C.
April 2024 - Present · 2 yrs 1 mo
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.