Sondhi Capital offers investment management, managing portfolios based on client goals and risk tolerance, using ETFs, stocks, and mutual funds. They also provide financial planning services covering areas like retirement, savings, and education. Sondhi acts as a fiduciary, legally required to act in your best interest. Clients are not obligated to implement any recommendations.
Assets Under Management$7.7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$7.7M
Fee Structure
Investment management only (planning not offered)
Sondhi Capital's investment management fees are based on the value of your portfolio and are charged quarterly. The annual fee ranges from 0.50% to 2.00% depending on the investment strategy and the size of your account. Fees may be negotiable.
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