Ujjval Investments, based in Austin, Texas, provides active investment management services, allocating funds among common stocks, bonds, ETFs, and index funds. Ujjval Investments manages portfolios on a discretionary basis, meaning they make buy and sell decisions without consulting clients on each transaction. They offer one investment style, focusing on companies with strong business models and sustainable competitive advantages. They work with various account types, including brokerage accounts and IRAs, and use Interactive Brokers as custodian.
Assets Under Management$9.4M
Clients14
Advisors1
Avg. per Client$670K
Avg. per Advisor$9.4M
Fee Structure
Investment management only (planning not offered)
Ujjval Investments offers two fee options for investment management:
- Performance-based fee: No fixed fee, but charges 20% of returns exceeding a 6% annual hurdle rate. If the portfolio incurs a loss, no performance fee is charged, and eligibility is suspended until the portfolio recovers the loss.
- Flat fee: 1.39% annually based on the total portfolio value at the end of the year. New deposits of $50,000 or more have the fee waived for the first 90 days.
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