Chenguttuvan Surendran
Chenguttuvan Surendran is a registered investment advisor at Quest Wealth Management Incorporated, based in Westchester, IL, with 15 years of industry experience. Chenguttuvan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.50% |
| $750K+ | 1.00% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Westchester, IL
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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
Chenguttuvan works as an insurance agent providing insurance sales and services since 2014. This activity takes about a quarter of Chenguttuvan's time.
Employment History
Current Registrations
Quest Wealth Management Incorporated
Previous Registrations
Wells Fargo Advisors, LLC
Fmsi Advisers
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.