Sanjeev Subnani is a registered investment advisor at Subnani Investment Research, LLC, based in Leander, TX, with 10 years of industry experience. Sanjeev operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 24 clients with $20M 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 | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | Included |
For accounts of $10,000,000 or greater, an annual fixed fee of $40,000 is charged.
Fee Estimator
Location
Leander, TX
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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 →Employment History
Current Registrations
Subnani Investment Research, LLC
Previous Registrations
North Advisor Group
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
State Registrations1 state
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.