MM
CFA
MM
CFA

Madhumitha Muthuvenkataramani

1 Year of Experience
Alpharetta, GA

Madhumitha Muthuvenkataramani is a CFA-designated registered investment advisor at Vident Asset Management, based in Alpharetta, GA, with 1 years of industry experience. Madhumitha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,196 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
1,196 clients
Average Client Portfolio
$10.1M average
Assets Under Management
$12.1B

Fee Structure

Minimum Investment:$75K
Investment management only (planning not offered)
Minimum Annual Fee:$100

Vident Asset Management charges fees based on a percentage of assets for its investment advisory and sub-advisory services. These fees are negotiable on a case-by-case basis. Minimum quarterly fees apply to separately managed accounts (SMAs). Fees are payable quarterly in advance, based on the value of assets at the end of the preceding quarter. If an SMA terminates mid-quarter, Vident will refund any unearned fees.

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Location

1125 Sanctuary Pkwy, Suite 515, Alpharetta, GA, 30009

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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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Employment History
Current Registrations
Vident Asset Management
May 2024 - Present · 2 yrs
State Registrations1 state
GA
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.