Rajan Gupta is a registered investment advisor at Holocron Holdings, based in Pahrump, NV. Rajan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.00% |
| $1.0M - $10.0M | 2.75% |
| $10.0M - $20.0M | 2.50% |
| $20M+ | 2.25% |
Fees consist of two separate, additive components: a strategy fee of up to 1.00% and an asset-based advisory fee. Combined maximum rates are shown above. Fees are negotiable.
Fee Estimator
Location
Pahrump, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Holocron Holdings
State Registrations1 state
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