Rajan Shah
Rajan Shah is a registered investment advisor at Sc Wealth Advisors, based in Oakbrook Terrace, IL, with 6 years of industry experience. Rajan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 119 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SC Wealth Advisors charges up to 2.5% of your portfolio value annually, paid monthly. This fee may cover the costs of sub-advisors, program administration, trading, and settlement if they use a third-party money manager. The fee may be adjusted for contributions or withdrawals. Fees for accounts on sub-advisor platforms are based on the average daily balance.
Location
2 Mid America Plaza, Suite 725, Oakbrook Terrace, IL, 60181
Get directionsHistory
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
Since 2012, Rajan has been assisting clients with life insurance and FIA/EIA annuity purchases through Secure Capital Management USA LLC. He dedicates nearly full-time hours to this business.
Employment History
Current Registrations
Sc Wealth Advisors
Previous Registrations
Sc Wealth Advisors
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.