Raul Shah is a registered investment advisor at Docshah Financial, LLC, based in Ellicott City, MD, with 2 years of industry experience. Raul 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, Retirement Planning. Their firm serves 33 clients with $4.2M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Location
Ellicott City, MD
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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
Raul owns DocShah Goods, LLC, selling wholesale products on Amazon, dedicating a few hours per week. He also authors articles on economics, finance, and stock topics for Seeking Alpha, also dedicating a few hours per week. Finally, Raul is a professional baseball player, dedicating about a quarter of his time to this from April to October.
Employment History
Current Registrations
Docshah Financial, LLC
State Registrations1 state
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