Martha Raghunauth is a registered investment advisor at Oxler Private Wealth, based in Rye Brook, NY, with 24 years of industry experience. Martha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 154 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oxler Private Wealth charges an annual fee for managing your investments, ranging from 0.50% to 1.50% of the value of your portfolio. The fee is billed monthly in advance. The advisory fee is negotiable depending on your circumstances. Oxler may combine account values of family members to determine the applicable advisory fee.
Location
800 Westchester Ave, Suite 641N, Rye Brook, NY, 10573
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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 →Employment History
Current Registrations
Oxler Private Wealth
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Cohmad Securities CorporationBroker
State Registrations1 state
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.