C Venkatesh is a registered investment advisor at Cn Wealth Management, LLC, based in Alpharetta, GA, with 23 years of industry experience. C operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $49M 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 $1.0M | 2.00% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.20% |
| $2.0M - $2.5M | 1.00% |
| $2.5M+ | 1.00% |
Fees negotiable for accounts greater than $2,500,000
Fee Estimator
Location
11175 Cicero Drive, Suite 100, Alpharetta, GA, 30022
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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 →Employment History
Current Registrations
Cn Wealth Management, LLC
Previous Registrations
UBS Financial Services INC.
Morgan Stanley
State Registrations1 state
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