Sanjay Misra is a CFA-designated registered investment advisor at Acumain Capital, LLC, based in Pleasanton, CA. Sanjay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable depending on the client’s total assets or relationship size. A performance-based fee equal to 20% of net profits, subject to a high-water mark provision, is also charged to qualified clients.
Fee Estimator
Location
5674 Stoneridge Drive Suite 206, Pleasanton, CA, 94588
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Acumain Capital, LLC
State Registrations1 state
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