Ramneek Mathur
Ramneek Mathur is a registered investment advisor at Global Wealth Partners, LLC, based in Scottsdale, AZ, with 15 years of industry experience. Ramneek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2 clients with $150K 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 | 2.00% |
Fee may be negotiable. For accredited clients, there is a 2% management fee plus a performance fee. In some states, a 5% hurdle rate and 50% performance structure may apply.
Fee Estimator
Location
23623 N Scottsdale Road, Suite D3-251, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (1)
Criminal
July 2008Other Business Activities
Ramneek is a real estate agent with RM Funds LLC, earning commissions from these activities.
Employment History
Current Registrations
Global Wealth Partners, LLC
Previous Registrations
Global Wealth Partners, LLC
Global Wealth Partners, LLC
Global Wealth Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Investments, LLC
State Registrations1 state
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.