Ashok Ramji is a registered investment advisor at Insight Folios, based in Charlotte, NC, with 11 years of industry experience. Ashok 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 2 more. Their firm serves 1,228 clients with $330M 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 $1000K | 2.59% |
| $1.0M - $2.0M | 2.45% |
| $2.0M - $5.0M | 2.30% |
| $5M+ | 2.30% |
Asset-based fees are negotiable at INS's discretion.
Fee Estimator
Location
10800 Sikes Place, Suite 110, Charlotte, NC, 28277
Get directionsHistory
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
Ashok is a financial consultant and member manager of TOP Planning LLC, selling insurance and annuity products, dedicating about a quarter of his time to this. He also works as an independent contractor for tutoring, warehousing, and logistics, spending about half his time on these activities.
Employment History
Current Registrations
Insight Folios
Previous Registrations
Virtue Capital Management, LLC
Blue Duck Wealth Management
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Bear, Stearns & CO. INC.Broker
State Registrations2 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.