Berunda Capital Management

Berunda Capital Management at a glance

• One of 217 fee-only firms based in New Jersey in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 2 employees and 14 individual clients, 9 of them high net worth.
• Its average account is about $559,000 (assets it manages divided by its 20 accounts).

Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey

Facts

Berunda Capital Management fees

Berunda Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Srikanth Nagarajan

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