RP
RP

Ravikanth Puttagunta

8 Years of Experience
Herndon, VA

Ravikanth Puttagunta is a registered investment advisor at Rr Portfolios, LLC, based in Herndon, VA, with 8 years of industry experience. Ravikanth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 21 clients with $31M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$30.5M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are non-negotiable, but not in excess of 2% of total assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2201 Cooperative Way, Suite 600, Herndon, VA, 20171

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ravikanth owns a shopping complex in India, renting to commercial entities. This activity is not investment-related.

Employment History
Current Registrations
Rr Portfolios, LLC
August 2017 - Present · 8 yrs 9 mos
State Registrations3 states
OHTXVA
Advisor

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
No exam information available for this advisor.