Rakesh Budhram is a CFP-designated registered investment advisor at Prolific Solutions, based in Ozone Park, NY, with 12 years of industry experience. Rakesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 54 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prolific Solutions offers investment management services for an annual fee based on the value of your portfolio. This fee ranges from 0.50% to 1.30% per year, depending on factors like the type of client relationship, portfolio size, the independent managers used, and the services provided. This fee does not include the fees charged separately by the independent managers. The annual fee is calculated each quarter, based on the value of your portfolio at the end of the previous quarter.
Location
Ozone Park, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Prolific Solutions
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 states
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