Ramprasad Satagopan is a registered investment advisor at Everest Private Wealth, based in Cupertino, CA, with 18 years of industry experience. Ramprasad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 82 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Everest Private Wealth offers investment management services for a fee based on the value of your portfolio. The annual fee can be up to 0.85% for the Basic Package, with a minimum quarterly fee of $4,250. For high-net-worth clients in the Concierge Package, a minimum quarterly fee ranging from $10,625 to $50,000 may apply. A one-time financial planning and transition fee of $3,000 is also charged.
Location
10080 N. Wolfe Road, Suite Sw3-200, Cupertino, CA, 95014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Everest Private Wealth
Previous Registrations
Everest Management CORP.
State Registrations2 states
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