RM
RM

Ranjan Mishra

1 Year of Experience
Newton, MA

Ranjan Mishra is a registered investment advisor at Ess Capital Services, based in Newton, MA, with 1 years of industry experience. Ranjan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.75%
$500K - $1000K0.75%
$1M+0.75%

Fees are generally negotiable. Qualified clients can opt for a performance-based fee of 0.75% of assets under management plus 20% of capital appreciation above a high-water mark.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Newton, MA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ranjan is a Senior Partner with ESS Analysis, a management consulting firm. He spends about half of his time on this activity.

Employment History
Current Registrations
Ess Capital Services
July 2024 - Present · 1 yr 10 mos
State Registrations1 state
MA
Advisor

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.

Exams
No exam information available for this advisor.
Ranjan Mishra - Financial Advisor | TrueAdvisor