Amiteshwar Bhatia is a registered investment advisor at Royal Investment Adviser, based in Salt Lake City, UT, with 6 years of industry experience. Amiteshwar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $200K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Royal Investment Adviser earns fees from managing The Driven Fund, including a management fee and a performance fee. The management fee is 2% per year, charged monthly based on the beginning capital account balance. A performance fee of 20% of the net capital appreciation is assessed at the end of each month, subject to a loss carry-forward provision (High Water Mark). No performance fees are charged until after one year’s worth of performance data.
Location
Salt Lake City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amiteshwar is involved in several real estate related activities, including advising clients on purchasing and selling properties through Royal Brokers, Realtypath, and Advent Realty. He also has a mortgage license and is involved in clinical research consultancy services, and contract research to ensure proper treatment of cancer patients.
Employment History
Current Registrations
Royal Investment Adviser
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations1 state
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