RC
CFA
RC
CFA

Rahim Chatur

7 Years of Experience
Toronto, Ontario

Rahim Chatur is a CFA-designated registered investment advisor at Richardson Wealth (USA) Limited, based in Toronto, Ontario, with 7 years of industry experience. Rahim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 277 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13 advisors
Number of Clients
277 clients
Average Client Portfolio
$786K average
Assets Under Management
$217.6M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Richardson Wealth (USA) charges an annual fee based on a percentage of the market value of the assets they manage. The annual fee varies between 0.25% and 2.75%, depending on the amount you invest and the type of investment management services provided. The fee is charged monthly or quarterly, in arrears.

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Location

100 Queens Quay East, Suite 2500, Toronto, Ontario, M5E 1Y3

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rahim is a board member of the Canada Economic Planning Committee, focusing on housing strategies for low-income families, dedicating a few hours per week. He also spends time on several real estate holding companies, including Cereberus Capital Corp, Vantage Capital Partners Corp, and Chatur Investments Inc, conducting due diligence and monitoring investments, with time commitments ranging from minimal to a few hours per week.

Employment History
Current Registrations
Richardson Wealth (USA) Limited
March 2019 - Present · 7 yrs 2 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
Rahim Chatur - Financial Advisor | TrueAdvisor