Kamal Ramani is a CFP-designated registered investment advisor at Rea Investments, LLC, based in Rolling Hills Estates, CA, with 1 years of industry experience. Kamal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable based on historical relationship, type of assets, anticipated future earning capacity, and other criteria. Cash is included in asset calculations.
Fee Estimator
Location
Rolling Hills Estates, CA
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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
Kamal is a CPA preparing taxes for clients through Blue Lotus Services, dedicating nearly full-time hours to this. He also serves as CFO for Raw Brands Inc., an apparel wholesaler, spending about 10-20% of his time overseeing their financials.
Employment History
Current Registrations
Rea Investments, LLC
State Registrations1 state
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
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