Venkat Devineni
Venkat Devineni is a registered investment advisor at Tampa Bay Capital Management LLC, based in Lakeland, FL, with 4 years of industry experience. Venkat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
These fees are negotiable. Qualified clients will pay an annual fee of 0.00% of assets under management along with a 5.00% performance fee based on capital appreciation.
Fee Estimator
Location
Lakeland, FL
Get directionsHistory
Regulatory History (8)
Financial
August 2020Financial
March 2020Financial
December 2019Financial
August 2019Financial
August 2019Financial
May 2019Financial
May 2018Financial
March 2018Other Business Activities
Venkat is the CEO of Quantilus Inc. and Global Soft Technologies LLC, both information technology consulting firms, since 2018. He dedicates a few hours per week to each company.
Employment History
Current Registrations
Tampa Bay Capital Management LLC
State Registrations1 state
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.