Nuna Investments is a registered investment advisor based in Rancho Cordova, California, founded and managed by Vikas Salgia. Nuna Investments primarily provides discretionary investment management services to individuals, high-net-worth clients, trusts, and other entities, utilizing a long-term strategy focused on fundamental analysis to find undervalued common stocks. Portfolios typically hold between 10 and 100 securities. In addition to portfolio management, Nuna Investments offers financial planning services covering investments, qualified plans, retirement plans, and college planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.60% |
| $1.5M - $3.0M | 1.40% |
| $3M+ | 1.20% |
Qualified clients may alternatively elect performance-based fees (25% of net profits above a 6% annual hurdle rate). Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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