Kaushal Majmudar is a registered investment advisor at Ridgewood Investments, based in Springfield, NJ, with 23 years of industry experience. Kaushal 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 268 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable under certain circumstances, at the sole discretion of Ridgewood.
Fee Estimator
Location
623 Morris Avenue, Springfield, NJ, 07081
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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.
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Kaushal is the president of Ridgewood Investments Inc., a private investment and holding company, dedicating a few hours per week. He is also an officer of Freedom Income Fund Management LLC and has ownership stakes in Jersey EcoRoofing, Banksmore Real Estate Holding Company, and an office building at 623 Morris Avenue, held through various F28 entities.
Employment History
Current Registrations
Ridgewood Investments
Previous Registrations
Krasney Financial, LLC
The Ridgewood Group
State Registrations3 states
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