Sanjeev Rao is a registered investment advisor at Lavelle Capital, based in San Francisco, CA, with 18 years of industry experience. Sanjeev 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 17 clients with $310M 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 | 0.50% |
Fees are negotiable on a client-by-client basis and are determined based on a number of factors including but not limited to the amount and type of work involved, the size of the relative portfolios and the amount of Lavelle's resources dedicated to providing the services.
Fee Estimator
Location
345 California St, Ste 600, San Francisco, CA, 94104
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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
Lavelle Capital
Previous Registrations
Goldman Sachs & CO. LLCBroker
State Registrations2 states
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