Raman Ghei is a CFA-designated registered investment advisor at Tower View Wealth Management LLC, based in Shorewood, WI, with 25 years of industry experience. Raman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 206 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tower View charges an annual fee based on the value of your portfolio, not exceeding 1.50%. The exact fee may vary based on the services provided. Additional financial planning, base, minimum, or hourly fees may apply, potentially exceeding 1.50% of your portfolio's value. A minimum quarterly fee of $750 applies to new clients or updated agreements. Fees are not dependent on transactions and apply even when funds are held in cash.
Location
Shorewood, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tower View Wealth Management LLC
State Registrations7 states
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