Leela Rao is a CFA-designated registered investment advisor at Goodwin Asset Management INC., based in Hinsdale, IL, with 21 years of industry experience. Leela 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, Tax Planning. Their firm serves 43 clients with $23M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $9.0M | 0.60% |
| $9.0M - $19.0M | 0.40% |
| $19.0M - $69.0M | 0.30% |
| $69M+ | 0.25% |
Fees are negotiable if the client is a family with more than one account at GoodWin Asset Management.
Fee Estimator
Location
950 N York Rd, 108, Hinsdale, IL, 60521
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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 Activities
Leela is a director at Raagalaya Foundation Inc, a non-profit organization. She dedicates minimal time to this role, primarily on weekends.
Employment History
Current Registrations
Goodwin Asset Management INC.
Previous Registrations
Goodwin Asset Management INC.
Goodwin Asset Management INC.
Goodwin Asset Management INC.
State Registrations2 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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