Advisor at CN Wealth Management, LLC
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Firm
CN Wealth Management, LLC
Location
Alpharetta, GA 30022
Credentials
Series 66
Industry experience
23 years
C Venkatesh is a financial advisor with CN Wealth Management, LLC in Alpharetta, GA, holding a Series 66 designation and 23 years of industry experience. He has led CN Wealth Management since 2009. CN Wealth Management, LLC is an independent advisory firm serving individuals and high-net-worth clients with discretionary investment management. The firm emphasizes tailored portfolio construction, combining fundamental and occasional technical analysis, and utilizes strategies including margin and options within separately managed accounts.
Based on CN Wealth Management, LLC
$1 - $1,000,000: 2.0% $1,000,001 - $1,500,000: 1.5% $1,500,001 - $2,000,000: 1.2% $2,000,001 - $2,500,000: 1.0% Greater than $2,500,000 - Negotiable: Negotiable
Account minimum: $10,000 Fee-only: Advisory fees are asset-based and negotiable.
11175 Cicero Drive, Suite 100
Alpharetta, GA 30022
Georgia
CN Wealth Management, LLC
2009 - Present (17 years)
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Other specialized services
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