Ram Ahluwalia is a CFA-designated registered investment advisor at Lumida Wealth Management LLC, based in Wayne, NJ, with 2 years of industry experience. Ram operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 47 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lumida Wealth Management manages investments for clients, charging an annual management fee based on the value of the assets they manage. This fee varies between 0.25% and 1% annually. The fee is calculated based on the average daily balance and charged quarterly. The firm may negotiate a lower fee based on factors like anticipated future earnings or the amount of assets managed.
Location
1200 Preakness Avenue, Suite B1200, Wayne, NJ, 07470
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lumida Wealth Management LLC
State Registrations3 states
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