Dhavalkumar Bhalodia is a registered investment advisor at Krishna Portfolio Management, based in Orlando, FL, with 1 years of industry experience. Dhavalkumar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees range up to 2.0% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated.
Fee Estimator
Location
Orlando, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dhavalkumar works as a clinical pharmacist at CVS Healthcare in Orlando, Florida, since June 2021. This activity takes nearly all of Dhavalkumar's time.
Employment History
Current Registrations
Krishna Portfolio Management
State Registrations1 state
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