Kavita Rathi is a registered investment advisor at Northstar Portfolio Investments, LLC, based in Stamford, CT, with 1 years of industry experience. Kavita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 65 clients with $59M 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 | 1.25% |
| $1M+ | 0.95% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
80, Fourth Street, Stamford, CT, 06905
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
Kavita is a partner at Miraansh Aditia LLC, a non-investment related UPS franchise store, acting as investor/consultant. She spends minimal time on this activity during trading hours.
Employment History
Current Registrations
Northstar Portfolio Investments, LLC
State Registrations2 states
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.