Yash Niphadkar
Advisor at Excel Capital Management Corp — Warren, NJ
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.
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
CFP®, Series 63, Series 65
Experience Industry experience
12 years
Location
Warren, NJ 07059
Excel Capital Management Corp
Supported
Total advisors
2Clients per advisor
29 LowAvg AUM per client
$2,907,195 Very HighHNW client ratio
100% Very HighYash 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
Warren, NJ
12 Stratford Court
Warren NJ 07059
Advisors at this office
2
Florida · New Jersey · Ohio
12 years of industry experience
Excel Capital Management Corp
2021 - Present • 5 years
Warren, NJ
Lenox Wealth Advisors
2019 - 2020 • 1 year
New York, NY
First Republic Securities Company, LLC
2017 - 2019 • 2 years
New York, NY
First Republic Investment Management, Inc.
2017 - 2019 • 2 years
New York, NY
BANK of AMERICA, N.A.
2014 - 2017 • 3 years
New York, NY
Merrill
2014 - 2017 • 3 years
New York, NY
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