Rajesh Jha is a registered investment advisor at Halo Capital Management, LLC, based in Vienna, VA, with 16 years of industry experience. Rajesh 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 51 clients with $42M 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 $2.5M | 0.50% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee may be negotiable on a case-by-case basis. For "qualified clients", Halo Capital Management also charges a performance fee ranging from 20% to 25% of net realized and unrealized gain, in addition to an asset management fee ranging from 0.25% to 0.50%.
Fee Estimator
Location
Vienna, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rajesh is a principal at Halo Capital Partners LLC, providing strategic consulting services since 2006. He also provides fee-based investment advice through Halo Capital Management, LLC, a registered investment advisor, since 2010.
Employment History
Current Registrations
Halo Capital Management, LLC
Previous Registrations
Internet Securities
State Registrations3 states
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