Viswanathan Ramakrishnan
Viswanathan Ramakrishnan is a CFA-designated registered investment advisor at Oxford Chase Advisors LLC, based in Peachtree Corners, GA, with 12 years of industry experience. Viswanathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 320 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Qualified investors may choose a performance-based fee of 20% of net quarterly gains instead of the standard 1% annual fee.
Fee Estimator
Location
Peachtree Corners, GA
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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 →Employment History
Current Registrations
Oxford Chase Advisors LLC
State Registrations5 states
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
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