About SONDHI CAPITAL, LLC
SONDHI CAPITAL, LLC is a reputable and experienced financial advisory firm that has been helping clients achieve their financial goals for over a decade. The firm is committed to providing expert financial guidance and services to individuals, businesses, and institutions. SONDHI CAPITAL, LLC is not just a financial expert, but a trusted partner in managing finances for clients.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance and services
- Customized financial plans
- Comprehensive portfolio management
- Effective risk management strategies
- Long-term financial planning
Facts and Insights
As of 2021, SONDHI CAPITAL, LLC has over $500 million in assets under management and a team of 12 experienced and knowledgeable advisors. The firm has been in business for 13 years and has established itself as a trusted and reliable financial advisor. Here are some key numbers about SONDHI CAPITAL, LLC:
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2008 | 12 | $500 million |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance planning
- Education planning
- Corporate and executive services
Client Types
SONDHI CAPITAL, LLC serves a diverse range of clients, including:
- High-net-worth individuals and families
- Businesses and corporations
- Institutions, such as endowments and foundations
Fees & Compensation
SONDHI CAPITAL, LLC believes in transparent and fair compensation for their services. The firm charges a percentage of assets under management as advisory fees, which can range from 1% to 2% depending on the size and complexity of the client’s portfolio. Clients are informed of all fees and compensation structures before entering into any agreements.
Background
SONDHI CAPITAL, LLC was founded by financial expert, John Sondhi, in 2008. With over 20 years of experience in the financial industry, Mr. Sondhi is a highly respected and knowledgeable advisor. He holds various certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Mr. Sondhi leads a team of skilled and experienced advisors who are dedicated to providing exceptional financial services to clients.
Financial Advisor Disclosures to Know
SONDHI CAPITAL, LLC is a registered investment adviser, which means the firm is regulated by the Securities and Exchange Commission (SEC). As a registered investment adviser, SONDHI CAPITAL, LLC must disclose any potential conflicts of interest, fees and compensation structures, as well as any disciplinary actions taken against the firm or its advisors. Clients can find this information in Form ADV, which is publicly available on the SEC’s website.