Uday S. Gogate provides investment advice based on clients' financial information, investment objectives, and risk tolerance. He makes recommendations for asset allocation and investment strategies. Once approved by the client, he manages the purchase and sale of securities on a discretionary basis. He does not participate in wrap fee programs.
Assets Under Management$26M
Clients27
Advisors1
Avg. per Client$960K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
The fee schedule is non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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