AK
Amit Sharadchandra Khandwala
28 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
34 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$62.4M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable over $25,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$6,250
Fees are negotiable and may be billed in advance or arrears. The minimum annual fee is $6,250. Fees may be modified, reduced, or eliminated where portfolios contain a mix of investment funds and separate securities. Fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses.
Areas of Practice
Investment Management
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Advisor Information
Office location
2 Corporate Drive, Suite 770, Shelton, CT, 06484
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wright Private Asset Management LLC
April 2014 - Present · 11 yrs 9 mos
Wright Investors Service INC
February 1997 - Present · 28 yrs 11 mos
State Registrations2 states
CTFL
Advisor
Exams
No exam information available for this advisor.