Rohit Padmanabhan
Rohit Padmanabhan is a CFA-designated registered investment advisor at Lotus Asset Management Limited Liability Company, based in Nashville, TN, with 17 years of industry experience. Rohit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 117 clients with $120M 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 - $5.0M | 1.10% |
| $5M+ | 1.00% |
Fees are generally negotiable. LAM also offers due diligence and monitoring of alternative investments for a fee of 0.80% of the assets invested.
Fee Estimator
Location
Nashville, TN
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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
Lotus Asset Management Limited Liability Company
Previous Registrations
UBS Financial Services INC.
Morgan Stanley & CO. Incorporated
State Registrations7 states
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