Minoti Rajput
Minoti Rajput is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Southfield, MI, with 42 years of industry experience. Minoti operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
25925 Telegraph Rd, Ste 201, Southfield, MI, 48033
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Regulatory History (1)
Customer Dispute
July 2004Other Business ActivitiesSells Insurance
Minoti is a financial planner and investment advisor, spending about half her time in this role. She also dedicates about 10-20% of her time to insurance sales, focusing on life and disability insurance. Additionally, Minoti serves as a board member for a non-profit and as a trustee/president of a family charitable foundation, requiring minimal time commitment.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Capital Analysts, IncorporatedBroker
Hornor, Townsend & Kent, INC.Broker
Sun Investment Services CompanyBroker
Mutual Benefit Financial Service CompanyBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.