Ashwini Aragam is a registered investment advisor at Ashram Capital LLC, based in Eagleville, PA. Ashwini operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 12 clients with $5.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Subject to a minimum annual fee of $1,500. Fees may be negotiated on a case-by-case basis.
Fee Estimator
Location
Eagleville, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ashram Capital LLC
State Registrations1 state
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Exams
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