Suresh Raghavan is a CFA-designated registered investment advisor at Mbr Financial, based in Houston, TX, with 18 years of industry experience. Suresh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 448 clients with $870M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts above $10,000,000. Muni accounts & variable annuities: 0.50%. Alternative investments: 0.75% on first $5M, 0.25% above that. Cryptocurrencies: 0.75%.
Fee Estimator
Location
2000 West Loop South, Suite 1510, Houston, TX, 77027
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
Suresh is a principal at MBR Financial Inc., a fee-based asset management firm, dedicating full-time hours to this role. Suresh is also an insurance agent at PKS Financial Services, selling and servicing fixed life insurance and annuity contracts.
Employment History
Current Registrations
Mbr Financial
Previous Registrations
Fsc Securities Corporation
Bbva Wealth Solutions INC.
Fsc Securities Corporation
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.