Gita Rao is a registered investment advisor at East Horizon Investments, based in Cambridge, MA, with 11 years of industry experience. Gita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 31 clients with $42M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable under extraordinary circumstances.
Fee Estimator
Location
One Broadway, 14th Floor, Cambridge, MA, 02142
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gita is a Senior Lecturer in Finance at MIT Sloan School since 2013, involved in teaching and academic advising. This takes about 10-20% of her time during the academic year and a few hours per week from May to September.
Employment History
Current Registrations
East Horizon Investments
Previous Registrations
Plum Pointe Wealth Management, LTD
Aspari Capital, LLC
State Registrations1 state
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