user avatar

Nikhil Majithia

Advisor at Vedanta Sentinel Investment Advisors

Updated today
Vedanta Sentinel Investment Advisors logo

Firm

Vedanta Sentinel Investment Advisors

Location

Ann Arbor, MI 48105

Credentials

CFP®, CFA®, Series 63, Series 65

Industry experience

8 years

About

Nikhil Majithia is a CFP® and CFA® with eight years of industry experience, currently serving as the sole advisor at Vedanta Sentinel Investment Advisors in Ann Arbor, MI. His prior roles include positions at TTEC Financial, National Debt Relief, and Foreside Financial Group. Vedanta Sentinel Investment Advisors provides discretionary asset management for pooled and institutional accounts, as well as investment consulting and retirement-plan advice. The firm employs a combination of long-term strategic allocations with actively managed tactical and global-macro strategies, utilizing various analytical approaches and typically maintaining discretionary trading authority.

Client services

Based on Vedanta Sentinel Investment Advisors

Portfolio management Investment consulting

Expertise

Based on Vedanta Sentinel Investment Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management Tax-loss harvesting

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001+: 0.75%

Project-based

$250 per hour for investment consulting

Other

Account minimum: $100,000 Fee-only: Fee-only investment advisory services

Location

2006 Hogback Road, Suite 1

Ann Arbor, MI 48105

Most active in

Michigan · Texas

Work history

Vedanta Sentinel Investment Advisors, LLC

2025 - Present (1 year)

Vedanta Sentinel Investment Advisors, LLC

2024 - Present (2 years)

TTEC Financial

2024 - 2025 (1 year)

National Debt Relief

2024 - 2024 (1 year)

Unemployed/Traveling

2023 - 2024 (1 year)

Foreside Financial Group/ACA Group

2021 - 2023 (2 years)

Homepoint Financial

2020 - 2021 (1 year)

Unemployed (COVID)

2019 - 2020 (1 year)

Darden Wealth Group

2018 - 2019 (1 year)

Traveling

2017 - 2018 (1 year)

Busey Trust Company

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")