Vishwanath Rao is a registered investment advisor at Finco Advisory LLC, based in Townsend, DE, with 3 years of industry experience. Vishwanath operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Townsend, DE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vishwanath works as a digital transformation leader at Amazon Web Services, dedicating full-time hours to this role. This activity is not investment-related.
Employment History
Current Registrations
Finco Advisory LLC
State Registrations1 state
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