Deepak Soni
Advisor at Margna Peak Advisors AG
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
16 years
Location
Remote
Margna Peak Advisors AG
Supported
Total advisors
2Clients per advisor
24 LowAvg AUM per client
$7,760,408 Very HighHNW client ratio
100% Very HighAbout
Deepak Soni is a financial advisor at Margna Peak Advisors AG with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Belvoir Wealth Management AG, UBP Investment Advisors SA, Vontobel Swiss Wealth Advisors AG, and Credit Suisse Private Advisors AG. Outside the securities industry, he serves on the advisory board of ArtBnk, a fintech company focused on AI-based art valuations, and is a passive investor in Swiss Gold Gin USA. Margna Peak Advisors AG provides discretionary and non-discretionary investment advisory services to high-net-worth and ultra-high-net-worth individuals, as well as institutions, foundations, trusts, and estates. The firm employs a committee-driven investment process combining top-down macro views with bottom-up security selection, operating under a fiduciary standard and serving accredited or qualified investors.
Fee options
$0 - $1,000,000: Minimum fee of $2,500 per quarter $1,000,000+: 1.00% annually for discretionary asset management services $2,000,000+: 1.10% annually for non-discretionary investment advisory services
Account minimum: $1,000,000 for discretionary asset management services; $2,000,000 for non-discretionary investment advisory services Minimum fee: Minimum fee of $2,500 per quarter for assets under management less than $1 million
Most active in
Deepak S has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
16 years of industry experience
Belvoir Wealth Management AG
2021 - Present • 5 years
Zurich
UBP Investment Advisors SA
2018 - 2021 • 3 years
Geneva
Vontobel Swiss Wealth Advisors Ag
2012 - 2018 • 6 years
Zurich
Credit Suisse Private Advisors AG
2008 - 2010 • 2 years
Zurich
Disclosures
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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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