Rathnam Capital provides discretionary investment management and optional financial planning services primarily to individuals and high net worth clients. Rathnam Capital tailors its portfolio management to each client's specific goals, allocating assets mainly among mutual funds, exchange-traded funds, individual equities, and independent third-party investment managers. Rathnam Capital also offers standalone financial planning and consulting covering retirement, estate, and insurance planning, though Rathnam Capital does not implement legal or tax documents directly. Rathnam Capital primarily recommends Charles Schwab & Co., Inc. as the custodian and broker for client accounts. Rathnam Capital is independently owned and managed by John P. Rathnam.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees for assets above $5,000,000.00 are negotiable. Rathnam Capital may charge a lesser fee based on anticipated future earning capacity, asset amount, and account composition.