Sandhya Gopal is a registered investment advisor at Spenditright LLC, based in Houston, TX. Sandhya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, Investment Management, Real Estate Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SpendItRight LLC offers investment management services on a limited basis for a flat annual fee, billed quarterly. The fee depends on the complexity of your portfolio:
- Basic portfolio oversight: $2,000 per year
- Moderate portfolio complexity: $3,750 per year
- Higher portfolio complexity/ongoing alignment: $5,500 per year
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Spenditright LLC
State Registrations1 state
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