Raj Brahmbhatt is a registered investment advisor at Aldabra Capital Management, based in Walnut Creek, CA, with 6 years of industry experience. Raj operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 15 clients with $1.6M 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 $200K | 0.80% |
| $200K - $500K | 0.60% |
| $500K+ | 0.40% |
Fees are negotiable under certain circumstances.
Fee Estimator
Location
Walnut Creek, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Raj is a senior director at Visa, focused on developing marketing campaigns for Visa payment products since 2015. He works at Visa full-time, dedicating about half of his time during securities trading hours.
Employment History
Current Registrations
Aldabra Capital Management
State Registrations2 states
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