Kubhera Enterprises LLC
Assets Under Management
$290.2M
Number of Clients
352
Number of Advisors
3
Average Client AUM
$824K
AUM per Advisor
$96.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kubhera Enterprises, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting. They also offer private investing through YieldStreet Inc. and may recommend an affiliated private investment fund. The firm allocates assets based on client objectives and may recommend independent managers.
Fee Structure
Investment advisory fees are based on a percentage of assets under management, as detailed in the fee table. Stand-alone financial planning and consulting fees are negotiable, ranging from $500 to $7,500 on a fixed fee basis, or $100 to $200 per hour. There is no stated minimum annual fee or asset level required, but the firm may charge a lesser fee or require a minimum asset level based on certain criteria.
Areas of Practice
Location
742 Alexander Road, Suite 305, Princeton, NJ, 08540