Rishi Ghosh
Rishi Ghosh is a registered investment advisor at Wheelhouse Advisory Group, LLC, based in St. Louis, MO, with 12 years of industry experience. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 488 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Minimum annual fee of $5,000. Clients onboarded prior to 3/14/25 are grandfathered into the lower minimum annual fee of $2,000.
Fee Estimator
Location
12250 Weber Hill Road Suite 305, St. Louis, MO, 63127
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rishi is a licensed insurance agent, and commissions from his previous firm were processed through OM Capital Management LLC, an LLC he owned. This LLC was terminated in 2021.
Employment History
Current Registrations
Wheelhouse Advisory Group, LLC
Previous Registrations
Duncan Financial Management, INC.
State Registrations4 states
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