Ravi Dattani is a CFP-designated registered investment advisor at Clariti Wealth Advisors, based in Wilmington, DE, with 6 years of industry experience. Ravi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 263 clients with $800M 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 | 0.95% |
Fees range from 0.45% to 0.95% annually depending on assets and are generally billed quarterly in advance. A minimum annual fee of $5,000 typically applies.
Fee Estimator
Location
2710 Centerville Road, Suite 201, Wilmington, DE, 19808-1644
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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 Activities
Ravi is a managing member of AssetBook, LLC, a software company providing portfolio accounting software to investment advisors. Ravi dedicates a few hours per week to this role, with minimal day-to-day duties.
Employment History
Current Registrations
Clariti Wealth Advisors
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.
Exams
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