Ambastha Financial LLC offers investment management and advisory services tailored to each client's goals, risk tolerance, and time horizon. They discuss each client's financial situation to create a personalized investment strategy. Ambastha Financial LLC primarily recommends equities and options/derivatives, but may also use mutual funds, fixed income securities, real estate funds, ETFs, and non-U.S. securities.
Assets Under Management$5.9M
Clients5
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees can be negotiated in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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