Ranjit Bahadur
Ranjit Bahadur is a registered investment advisor at Unique Wealth Strategies, based in Burr Ridge, IL, with 28 years of industry experience. Ranjit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 397 clients with $380M 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 - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable based on criteria such as historical relationship, asset composition, and total relationship size. Alternative fee arrangements or legacy schedules may apply to certain clients.
Fee Estimator
Location
570 Village Center Drive, Ste 203, Burr Ridge, IL, 60527
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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 ActivitiesSells Insurance
Ranjit is involved with Creative Legacy Planning, which is investment-related and involves non-variable insurance. This takes about a quarter of his time, with 2 hours during securities trading.
Employment History
Current Registrations
Unique Wealth Strategies
Previous Registrations
Unique Wealth Strategies
Private Advisor Group, LLC
LPL Financial LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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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