Rakesh Khilnani is a registered investment advisor at Goi, based in Miami, FL, with 33 years of industry experience. Rakesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 59 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees listed are for the Aggressive Growth (AG/90) investment objective. Other investment objectives have different fee schedules. Fees do not include custodian, trading costs, and technology fees. Fees do not include third-party money manager or other platform fees.
Fee Estimator
Location
801 Brickell Avenue, 8th Floor, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rakesh is the owner and President of Khilnani Wealth Management LLC, spending minimal time in this role. He is also an owner and Managing Partner of Amdia Partners LLC and an owner and Partner of Maysara Capital LLC, both used for real estate investments, dedicating minimal time to these entities, and spends about 10-20% of his time on insurance sales.
Employment History
Current Registrations
Goi
Previous Registrations
Global Capital Strategies II, LLC
Arq Advisors LLCBroker
Global Capital Strategies
Global Capital Strategies
Cantella & CO., INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Tucker Anthony IncorporatedBroker
Chatfield Dean & CO., INC.Broker
State Registrations4 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.