Vijay Ramsarran
Vijay Ramsarran is a registered investment advisor at Westpark Capital, INC., based in Boca Raton, FL, with 18 years of industry experience. Vijay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 265 clients with $53M 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 | 2.75% |
Annual asset-based fees range from 0.25% to 2.75% depending on account size and the selected third-party manager program.
Fee Estimator
Location
225 NE Mizner Blvd, Suite 530, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (3)
Judgment / Lien
December 2011Regulatory
October 2010Employment Separation After Allegations
September 2009Other Business Activities
Vijay established Vijay A. Ramsarran P.A. on the recommendation of his accountant for tax planning purposes related to commissions from WestPark Capital, Inc. The corporation offers no services and is strictly for tax optimization.
Employment History
Current Registrations
Westpark Capital, INC.
Previous Registrations
Tower Square Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Protective Group Securities CorporationBroker
State Registrations7 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.
Exams
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