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Prem Hira

4 Years of Experience
Scarsdale, NY

Prem Hira is a registered investment advisor at Investry, LLC, based in Scarsdale, NY, with 4 years of industry experience. Prem 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, High Net Worth, and 3 more. Their firm serves 21 clients with $8.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$425K average
Assets Under Management
$8.9M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Overhill Road, Suite 400, Scarsdale, NY, 10583

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Prem is involved with Hira Investments, LLC, which manages a private investment fund for friends and family, but does not typically devote time to this business during trading hours. His duties are administrative.

Employment History
Current Registrations
Investry, LLC
August 2021 - Present · 4 yrs 8 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
Prem Hira - Financial Advisor | TrueAdvisor