Ramesh Madhusudan
Ramesh Madhusudan is a registered investment advisor at Rm Private Wealth Management, based in Miami, FL, with 18 years of industry experience. Ramesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 71 clients with $270M 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 | 1.50% |
Management fees range up to 1.50% depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. Management fees may be reduced or waived for directors, officers, and employees of RM Private Wealth at the discretion of management. These fees may be negotiated by RM Private Wealth at its sole discretion.
Fee Estimator
Location
801 Brickell Ave, Suite 800, Miami, FL, 33131
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Regulatory History (1)
Customer Dispute
May 2023Other Business Activities
Ramesh owns Aegis Ventures LLC, a support company/DBA used for tax purposes and personal investments in startup companies, since 2017. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Rm Private Wealth Management
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Jhs Capital Advisors, LLC
Jhs Capital Advisors, LLCBroker
National Securities CorporationBroker
Vfinance Investments, INCBroker
Aura Financial Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.