Mohan Navaratna is a registered investment advisor at Nine Gems Investment Management, based in San Jose, CA, with 5 years of industry experience. Mohan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
San Jose, CA
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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 Activities
Mohan works as a software developer for Nine Gems LLC, a mobile gaming development company, since 2018. He spends about 10-20% of his time on this non-investment related activity.
Employment History
Current Registrations
Nine Gems Investment Management
State Registrations1 state
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