Ritwik Kumar is a registered investment advisor at Leyland Cypress, LLC, based in Long Beach, CA, with 1 years of industry experience. Ritwik 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 2 clients with $570K 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 | 2.00% |
Flat 2% for retail clients, 1% for institutional clients. $150,000 minimum investment.
Fee Estimator
Location
Long Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Leyland Cypress, LLC
State Registrations1 state
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