Behzad Ravan is a CFP-designated registered investment advisor at Rc Private Wealth, LLC, based in Miami, FL, with 1 years of industry experience. Behzad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.45% |
Fees may be negotiable in certain circumstances. All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
9250 S Dixie Hwy, Suite 1250, Miami, FL, 33156
Get directionsHistory
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
Behzad is a member of Alliott Global Alliance, attending meetings and conferences and referring clients. He is also the Financial Treasurer for the Entrepreneur Organization South Florida Chapter, handling bill payments and financial statement reviews; these activities require minimal time.
Employment History
Current Registrations
Rc Private Wealth, LLC
State Registrations1 state
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