GM
GM

Ganesh Midigesi

5 Years of Experience
Houston, TX
Sells Insurance

Ganesh Midigesi is a registered investment advisor at Grass Capital LLC, based in Houston, TX, with 5 years of industry experience. Ganesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 20 clients with $9.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$476K average
Assets Under Management
$9.5M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.75%
$2M+0.60%

Fees are negotiable. Clients can combine multiple household accounts to receive a lower tiered schedule fee. A performance-based fee of 20% of new profits is charged for some accounts.

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

12345 Jones Road, Suite 287-6, Houston, TX, 77070

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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 ActivitiesSells Insurance

Ganesh is a general partner and fund manager for Grass Capital Fund GP LP, dedicating nearly full-time hours to managing fund investments, operations, and administration. He also manages Edatamarkets LLC, an IT consulting firm, and Ameya Insurance Group LLC, where he spends about a quarter of his time selling life, health, and property/casualty insurance.

Employment History
Current Registrations
Grass Capital LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Grass Capital LLC
April 2020 - September 2022 · 2 yrs 5 mos
State Registrations3 states
GANCTX
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.
Ganesh Midigesi - Financial Advisor | TrueAdvisor