Sindia Capital Advisers, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Sindia Capital Advisers offers wealth management services, focusing on investment strategies and client service. The firm provides investment planning, implementation advice, and portfolio management recommendations. They work with clients to develop investment policy statements and asset allocation models. Sindia Capital Advisers also provides discretionary investment management services, using individual securities and strategic asset allocation.

Assets Under Management$420M
Clients10
Advisors1
Avg. per Client$42M
Avg. per Advisor$420M

Fee Structure

Investment management only (planning not offered)

Sindia Capital Advisers' fees are based on a percentage of the value of your portfolio, hourly charges, or fixed fees. The fees are negotiated with each client and depend on factors like the size of the account and the amount of work involved. The percentage-based fees typically range from 0.30% to 1.00% per year. All fees are negotiable and subject to change.

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Location

1 Advisors at this firm

Sindia Capital Advisers, LLC | TrueAdvisor