Vijay Ramsarran is a registered investment advisor at Westpark Capital, INC., based in Boca Raton, FL, with 17 years of industry experience. Vijay 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 234 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WPC offers investment management through third-party money managers (TPMs). The annual asset-based fee can range from 0.25% to 2.75% of the assets managed. Fees may vary depending on the size of the account. The TPM's fees and billing schedule will be disclosed in their brochure. A percentage of the total fee is shared by the TPM, WPC, and your Investment Advisor Representative.
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 Registrations6 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.