Venkataraghu Komari
Venkataraghu Komari is a registered investment advisor at Tusker Wealth Management, LLC, based in Mckinney, TX, with 7 years of industry experience. Venkataraghu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 8 clients with $810K 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 $250K | 1.44% |
| $250K - $1000K | 1.44% |
| $1000K - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.96% |
| $5M+ | 0.72% |
This fee schedule is for Customized Portfolio Management. Automated Portfolio Management fees are: $50,000 - $500,000: 0.60%, $500,001 - $2,000,000: 0.50%, $2,000,001 and Up: 0.40%. Fees are negotiable.
Fee Estimator
Location
Mckinney, TX
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
Venkataraghu is a licensed insurance agent with Ash brokerage and may offer clients advice or products from this activity, which presents a conflict of interest. He is also an agent for an electronic estate planning firm.
Employment History
Current Registrations
Tusker Wealth Management, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.