Karan Iraddi is a registered investment advisor at Magnolia Growth Capital, based in Portland, OR, with 3 years of industry experience. Karan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 12 clients with $1.7M in assets under 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 $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Minimum annual fee of $4,500.
Fee Estimator
Location
Portland, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karan is a financial analyst and full-time employee at Google, Inc. His work at Google, which involves financial modeling and analysis, is not investment-related and takes up nearly all of his time.
Employment History
Current Registrations
Magnolia Growth Capital
State Registrations2 states
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