Raj Raghani
Raj Raghani is a registered investment advisor at Vantage Wealth Management LLC, based in Aventura, FL, with 21 years of industry experience. Raj 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 56 clients with $67M 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 | 2.00% |
All fees are negotiable. Some clients may have fees that are lower than the fee schedule.
Fee Estimator
Location
3300 NE 188th Street, Unit 918, Aventura, FL, 33180
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2017Other Business Activities
Raj is the president of Deliberate Pondering Inc., established in 2013, for tax purposes. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Vantage Wealth Management LLC
Vcs Venture SecuritiesBroker
Vcs Venture Securities
Previous Registrations
Vantage Wealth Management LLC
Joseph Stone Capital L.L.C.Broker
National Securities CorporationBroker
Vfinance Investments, INCBroker
Aura Financial Services, INC.Broker
State Registrations18 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.