How Does the Advisor Help Clients – Key Takeaways:
SUTRA VENTURES LLC is a financial services firm that provides expert advice and guidance to clients seeking to achieve their financial goals. By leveraging their expertise in financial planning, investment management, and wealth management, SUTRA VENTURES LLC helps clients make informed decisions about their finances and create a plan to achieve financial stability and growth.
Facts and Insights
SUTRA VENTURES LLC was founded in 2005 and has been in business for over 15 years. The firm has $500 million in Assets Under Management (AUM) and employs a team of experienced advisors to assist clients with their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 15 years |
Financial Services Offered
SUTRA VENTURES LLC offers a range of financial services to help clients manage their finances and achieve their long-term goals. These services include financial planning, investment management, retirement planning, and estate planning.
Client Types
SUTRA VENTURES LLC works with a diverse group of clients, including individuals, families, and small businesses. The firm has a tailored approach for each client and customizes their services to meet the unique needs and goals of each client.
Fees & Compensation
SUTRA VENTURES LLC charges fees based on a percentage of AUM, which incentivizes the firm to grow the client’s portfolio and increase returns. Clients can expect to pay an annual fee ranging from 0.5% to 2% of their AUM. The firm is transparent about all fees and will work with clients to find a suitable fee structure that aligns with their financial goals.
Background
SUTRA VENTURES LLC was founded by a team of experienced financial advisors who wanted to provide expert financial advice to clients in a transparent and ethical manner. The firm’s advisors have a diverse background in finance, economics, and business, and use their knowledge and expertise to help clients make informed financial decisions.
Financial Advisor Disclosures to Know
As a registered investment advisor, SUTRA VENTURES LLC is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record and has no disciplinary actions or conflicts of interest to report. SUTRA VENTURES LLC prioritizes ethical and transparent practices in all aspects of their business.