Advisor at Excel Capital Management Corp
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Firm
Excel Capital Management Corp
Location
Warren, NJ 07059
Credentials
CFP®, Series 63, Series 65
Industry experience
12 years
Yash Niphadkar is a CFP® with 12 years of industry experience, currently serving at Excel Capital Management Corp since 2021. His prior roles include positions at Lenox Wealth Advisors, First Republic Securities Company, Bank of America, and Merrill Lynch. Excel Capital Management Corp. provides discretionary investment management and financial advice primarily to high-net-worth individuals, trusts, small businesses, and corporations. The firm employs a core-and-satellite investment approach, managing approximately $175 million in client assets with custody held by third-party custodians.
$0 - $199,999: 0.5% quarterly $200,000 - $499,999: 0.375% quarterly $500,000 - $999,999: 0.3125% quarterly $1,000,000 - $2,999,999: 0.25% quarterly $3,000,000 - $3,999,999: 0.225% quarterly $4,000,000 - $4,999,999: 0.2125% quarterly $5,000,000 - $5,999,999: 0.20% quarterly $6,000,000+: 0.1875% quarterly
Account minimum: $500,000 Minimum fee: Minimum annual fee of $6,250 for managing $500,000 portfolio, not negotiable Fee-only: Fees based solely on assets under management, no commissions or performance fees
12 Stratford Court
Warren, NJ 07059
Florida · New Jersey · Ohio
Excel Capital Management Corp
2021 - Present (5 years)
Lenox Wealth Advisors
2019 - 2020 (1 year)
First Republic Securities Company, LLC
2017 - 2019 (2 years)
First Republic Investment Management, Inc.
2017 - 2019 (2 years)
BANK of AMERICA, N.A.
2014 - 2017 (3 years)
Merrill
2014 - 2017 (3 years)
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