Arun Kaushal is a CFP-designated registered investment advisor at Das Wealth Management, based in Orlando, FL, with 10 years of industry experience. Arun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees, account minimums, and payment terms are negotiable depending on the client's situation.
Fee Estimator
Location
8820 Orange Blossom Trail, Suite # 109, Orlando, FL, 32809
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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 →Other Business Activities
Arun owns several businesses, including Zodiac21 Inc, YBO Partners Inc, Realities Sports Bar N Grill, Zodiacinn Inc, and Aji Grill Inc. These businesses are in hospitality and consulting, and Arun dedicates minimal time to each.
Employment History
Current Registrations
Das Wealth Management
Previous Registrations
MML Investors Services, INC.
State Registrations1 state
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