Mohua Das is a CFP-designated registered investment advisor at Crimson Oak Wealth Management, LLC, based in Lexington, KY, with 19 years of industry experience. Mohua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 51 clients with $35M 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 $2.0M | 1.50% |
| $2.0M - $3.5M | 1.15% |
| $3.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,001. Households with portfolios less than $250,000 may be assessed a 2.0% annual fee. The firm may reduce or waive the minimum asset level requirement at its discretion.
Fee Estimator
Location
704 Spring Meadows Drive, Unit A, Lexington, KY, 40504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Crimson Oak Wealth Management, LLC
Previous Registrations
LPL Financial LLC
UBS Financial Services INC.
State Registrations3 states
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