Nitin Thakkar is a registered investment advisor at R-Tech Advisors, INC., based in Woodland Hills, CA, with 17 years of industry experience. Nitin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 105 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
R-Tech Advisors charges a fee based on the value of your portfolio, generally between 0.25% and 1.00% per year, adjusted quarterly. The exact percentage is agreed upon with each client. For retirement plans using Empower Retirement, fees are based on the average daily balance. Qualified retirement plans using custodians other than Charles Schwab or Empower Retirement may be charged an asset-based fee or a fixed fee, generally between $2,500 and $25,000 annually.
Location
21331 Costanso Street, Woodland Hills, CA, 91364
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
R-Tech Advisors, INC.
State Registrations1 state
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