Vid Ponnapalli is a CFP-designated registered investment advisor at Unique Financial Advisors LLC, based in Holmdel, NJ, with 11 years of industry experience. Vid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more. Their firm serves 49 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Annual advisory fees are negotiable for accounts $5,000,000 and above.
Fee Estimator
Contact
Vid Ponnapalli
Location
999 Palmer Ave., Suite 5, Holmdel, NJ, 07733
Get directionsHistory
Regulatory History
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 →Other Business Activities
Vid is the sole owner of Unique Tax Consultants, providing tax preparation and planning services since April 2017. This takes about 10-20% of Vid's time.
Employment History
Current Registrations
Unique Financial Advisors LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
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