Kamaljit Somal is a registered investment advisor at Lansdowne Wealth Management, LLC, based in London, with 4 years of industry experience. Kamaljit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 427 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lansdowne Wealth Management offers investment management services. The annual fee is a percentage of the total value of your portfolio. For one type of account, the fees are:
- First $500,000 — 1.25% per year
- Next $500,000 — 1.15% per year
- Next $1,500,000 — 1.00% per year
- Next $2,500,000 — 0.50% per year
- Above $5,000,000 — Negotiable
For another type of account, the fees are:
- First $500,000 — 1.25% per year (minimum $2,500)
- Next $500,000 — 1.00% per year
- Next $1,500,000 — 0.80% per year
- Next $2,500,000 — 0.70% per year
- Above $5,000,000 — Fixed $25,000 flat fee
Location
30 Churchill Place, London, E14 5RE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kamaljit is an associate of Blacktower Financial Management (Int) Ltd & Blacktower Financial Management Cyprus Limited, and Dunhill Financial, Ltd. He is also an Investment Adviser Representative of Lansdowne Wealth Management, LLC.
Employment History
Current Registrations
Lansdowne Wealth Management, LLC
Dunhill Financial
State Registrations3 states
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