Advisor at Kuber Capital Management, LLC
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Firm
Kuber Capital Management, LLC
Location
Johns Creek, GA
Credentials
Series 65
Industry experience
8 years
Akhilesh Misra is a financial advisor at Kuber Capital Management, LLC with eight years of industry experience. He holds the Series 65 designation and has been with Kuber Capital Management since 2017. Prior to this, he worked at NCR. Kuber Capital Management, LLC provides tailored portfolio management primarily for individual and high-net-worth clients by developing detailed Investment Policy Statements. The firm employs a combination of charting, cyclical and fundamental analysis along with modern portfolio theory, utilizing both long- and short-term trading strategies and occasionally more complex techniques such as options and short sales.
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - And Up: 0.75%
20.00% performance fee on capital appreciation above 18% annual return (with high water mark)
Account minimum: $100,000 (may be waived) Fee-only: Annual fee based on assets under management ranging from 0.75% to 1.25%, generally negotiable
Johns Creek, GA
California · Georgia
Kuber Capital Management, LLC
2017 - Present (9 years)
Ncr
2016 - Present (10 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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