Satish Soman is a registered investment advisor at Soman Advisors LLC, based in Cupertino, CA, with 1 years of industry experience. Satish 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 3 clients with $3M 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 |
|---|---|
| Up to $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees are negotiable for clients whose account value exceeds $5,000,000.
Fee Estimator
Location
Cupertino, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Satish is Vice President, ASICs at Infinera, a telecom equipment provider, since September 2017. He works 24 hours per week, dedicating about half of his time to Infinera during trading hours, and provides ASIC and CAD methodologies and processes for ASIC design.
Employment History
Current Registrations
Soman Advisors LLC
State Registrations1 state
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