Karan Bhanot is a registered investment advisor at Oagh, based in San Antonio, TX, with 10 years of industry experience. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
The firm may charge performance-based fees to qualified clients. The performance surpassing these criteria (positive and beating the benchmark such as SP500 TR + annual fees of 1.2%) will be charged 25% of the realized or unrealized capital gain (profit) in excess of the benchmark of SP500 TR + annual fees of 1.2%, at the end of the calendar year (31st Dec). The benchmark could be a fixed target return as well.
Fee Estimator
Location
10 Ancient Bend, San Antonio, TX, 78248
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 Activities
Karan serves on the Board of Directors of IATRICA, a research company partnering with John Hopkins University for cancer research. He spends minimal time on this activity.
Employment History
Current Registrations
Oagh
State Registrations1 state
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.