John Rathnam is a CFA-designated registered investment advisor at Rathnam Capital, LLC, based in Leesburg, VA, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 37 clients with $81M 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 - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable, especially for amounts above $5,000,001.00. The 0.75% fee from the previous tier is used as a starting point for negotiation.
Fee Estimator
Location
50 Catoctin Circle Ne, Suite 101, Leesburg, VA, 20176
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rathnam Capital, LLC
Previous Registrations
Mclean Asset Management CORP.
State Registrations2 states
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