RD
RD

Ravi Devisetty

14 Years of Experience
St Louis, MO

Ravi Devisetty is a registered investment advisor at Nidhi Capital, LLC, based in St Louis, MO, with 14 years of industry experience. Ravi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 47 clients with $9.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
47 clients
Average Client Portfolio
$194K average
Assets Under Management
$9.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.25%
$1M+1.00%

Fees are negotiable. Qualified investors may instead choose a performance-based fee of 25% of net profits above the high water mark with a hurdle rate of 6.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

St Louis, MO

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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

Ravi is the president of Nidhi Realty LLC, Nidhi Residency LLC, Nidhi Gardens LLC, Clarkchester One Realty LLC, real estate investment companies, and Nidhitech Systems LLC. Ravi spends about 10-20% of his time in this capacity.

Employment History
Current Registrations
Nidhi Capital, LLC
August 2011 - Present · 14 yrs 9 mos
State Registrations3 states
CAMOTX
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.