RJ
RJ

Ramesh Jhaveri

5 Years of Experience
Rocky River, OH

Ramesh Jhaveri is a registered investment advisor at Investments Technology INC, based in Rocky River, OH, with 5 years of industry experience. Ramesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $6.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$6.2M average
Assets Under Management
$6.2M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Rocky River, OH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ramesh is the CEO of Jhaveri Value Fund, a private equity mutual fund. He dedicates all of his time to this business.

Employment History
Current Registrations
Investments Technology INC
December 2020 - Present · 5 yrs 4 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.