SP Asset Management LLC

Overview

SP Asset Management LLC is a private investment firm specializing in comprehensive wealth management and strategic financial planning services. The firm offers a range of services, including portfolio management, tax planning, estate planning, and financial planning, tailored to meet the unique needs of high-net-worth individuals, families, estates, trusts, pension plans, and foundations. Their approach emphasizes a balanced asset allocation strategy designed to protect principal while aiming for long-term purchasing power growth. The firm's expertise extends to complex areas such as stock options, concentrated positions in restricted securities, cross-border tax planning, and executive compensation. They assist clients in navigating the complexities of wealth management to secure their legacies and enhance their financial well-being. SP Asset Management LLC operates with a boutique approach, serving clients primarily in the Bay Area, and is led by President and Principal Sandeep Pandya, who has over two decades of experience in wealth management, investing, and financial markets. As of December 31, 2024, the firm managed approximately $1.7 billion in client assets, with over $1.2 billion managed on a discretionary basis. The firm's investment management fees range from 0.25% to 1.00% based on the asset value, and financial planning services are available on a fixed fee basis starting from $10,000, depending on the complexity of services. SP Asset Management LLC does not accept performance-based fees and primarily invests in domestic and foreign equity securities, fixed income, ETFs, mutual funds, and options contracts.