Sindia Capital Advisers, LLC

CRD#333325
Investment Advisor Firm

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Learn more about Sindia Capital Advisers, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Sindia Capital Advisers, LLC is located at 741 1st Street, Somers Point, NJ. The firm employs 1 financial advisor to manage client portfolios and provide financial guidance. Sindia Capital Advisers, LLC is not a registered broker-dealer.

    The firm manages $419.1 million in assets under management across 26 accounts, all of which are discretionary. Services offered include portfolio management for individuals and small businesses, as well as pension consulting services. Sindia Capital Advisers, LLC serves retail investors, high net worth investors, charitable organizations, and other types of investors, with charitable organizations representing the largest client type by accounts. The firm operates on an asset-based, hourly, and fixed fee structure and has 3 high net worth clients.

    Sindia Capital Advisers, LLC is registered in the state of New Jersey.

    Assets Under Management

    $419.1 million

    Number of Advisors

    1

    Disclosures

    No

    Office Location

    741 1St Street
    Somers Point, NJ 08244

    Sindia Capital Advisers, LLC by the Numbers

    Total Assets Under Management

    $419.1 million

    National Average: $8.6 billion
    Total Number of Employees

    1

    National Average: 64
    Total Number of Accounts

    26

    National Average: 375,227
    Average Account Size

    $16.1 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees usually vary depending on which services the firm provides the client. Fees charged by Sindia Capital Advisers, LLC may include some combination of the following fee structures: asset-based, hourly, and fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company. Sindia Capital Advisers, LLC is able to withdraw its charges directly from client funds.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company caters to retail investors, high net worth investors, charitable organizations, and other. Out of its 26 clients, Sindia Capital Advisers, LLC's largest client group by number of accounts is charitable organizations, though it also serves 3 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 30%
    • Other Individuals - 30%
    • Corporations - 10%
    • Charitable Organizations - 30%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Sindia Capital Advisers, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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