Ram Kolluri is a CFP-designated registered investment advisor at Exponential Wealth Management, LLC, based in Austin, TX, with 21 years of industry experience. Ram operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 3 clients with $13M 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 $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Minimum quarterly fee of $3,500. Fees are generally negotiable.
Fee Estimator
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ram owns 10% of Global Wealth Management, LLC as an investor. He has not performed any advisory or investment management functions for this firm since May 2023.
Employment History
Current Registrations
Exponential Wealth Management, LLC
Previous Registrations
Global Wealth Management, LLC
Global Wealth Management, LLC
Icici Group Global Private Clients
State Registrations1 state
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