Ravinath Aekambaram is a CFA-designated registered investment advisor at Ra Advisory LLC, based in New York, NY, with 13 years of industry experience. Ravinath operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3 clients with $1.2M 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 $25K | 1.70% |
| $25K - $100K | 1.50% |
| $100K - $250K | 1.20% |
| $250K - $1.0M | 0.90% |
| $1M+ | 0.70% |
For qualified clients, RA Advisory may charge a performance-based fee of 10% of net gains, in addition to a base fee of 2.00% of the portfolio value.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ra Advisory LLC
State Registrations2 states
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