Surya Capital, LLC provides ongoing investment management services tailored to individual client goals, risk tolerance, and time horizons. They create an Investment Policy Statement for each client to guide portfolio selection. Surya Capital generally invests in mutual funds, equities, bonds, ETFs, real estate, hedge funds, REITs, insurance products, private placements, and government securities. The firm requests authority to make trades without asking for permission each time.
Assets Under Management$27M
Clients20
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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