Sakthi Capital provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They construct portfolios and monitor them regularly. Sakthi Capital also offers financial planning services, including investment, retirement, and college planning, as well as financial education trainings. They primarily advise on equities, ETFs, fixed income securities, mutual funds, and options.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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