Rajeswaran Venkatraman
Rajeswaran Venkatraman is a registered investment advisor at Voya Financial Advisors, INC., based in Holland, MI, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
Holland, MI
Get directionsHistory
Regulatory History (5)
Customer Dispute
January 2024Customer Dispute
March 2021Customer Dispute
September 2020Customer Dispute
December 2019Customer Dispute
April 1995Other Business ActivitiesSells Insurance
Rajeswaran owns real estate and rental properties, dedicating about a quarter of his time to each. He is also an independent insurance agent selling fixed insurance products and a principal at Venkat and Associates, selling insurance, securities, and investment products, each taking a full-time commitment. Rajeswaran also serves as treasurer for the Highland Field Home Owners Association, spending minimal time on this role.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Ing Financial Advisers, LLC
Aetna Financial Services, INC.Broker
Ing Financial Advisers, LLCBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations30 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.