Rahul Shah is a registered investment advisor at Red Spruce Capital, LLC, based in Corvallis, OR, with 17 years of industry experience. Rahul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 143 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are 1.00% per annum, paid quarterly in advance. Fees may be negotiable at the sole discretion of Red Spruce Capital.
Fee Estimator
Location
Corvallis, OR
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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
Red Spruce Capital, LLC
Previous Registrations
Santa Barbara Asset Management, LLC
Rittenhouse Asset Management, INC.
State Registrations3 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.
Exams
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