Ranjit Bahadur
Ranjit Bahadur is a registered investment advisor at Unique Wealth Strategies, based in Burr Ridge, IL, with 28 years of industry experience. Ranjit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 364 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UWS offers asset management services through a wrap fee program. The brochure encourages clients to compare the wrap fee to the costs of paying for advisory, brokerage, and custodial services separately to determine if the wrap fee is appropriate. UWS has a conflict of interest to minimize costs in wrap fee accounts.
Location
570 Village Center Drive, Ste 203, Burr Ridge, IL, 60527
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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 ActivitiesSells Insurance
Ranjit is involved with Creative Legacy Planning, which is investment-related and involves non-variable insurance. This takes about a quarter of his time, with 2 hours during securities trading.
Employment History
Current Registrations
Unique Wealth Strategies
Previous Registrations
Unique Wealth Strategies
Private Advisor Group, LLC
LPL Financial LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.