Sandeep Shah is a registered investment advisor at Smartalpha Wealth Advisors LLC, based in Chandler, AZ, with 3 years of industry experience. Sandeep operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.75% |
The annual fees are negotiable.
Fee Estimator
Location
Chandler, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Sandeep is a Principal at NorthStar International Ventures, a technology consulting and technical advisory firm. He dedicates about half of his time to this non-investment related business.
Employment History
Current Registrations
Smartalpha Wealth Advisors LLC
State Registrations1 state
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