Advisor at Halo Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vienna, VA
Credentials
Series 63, Series 65, Series 66
Industry experience
16 years
Rajesh Jha is a financial advisor at Halo Capital Management, LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has been involved with Halo Capital Management since 2010 and Halo Capital Partners since 2006. Outside of investment advising, he is a principal in a strategic consulting business focused on business development, corporate development, technology licensing, and strategic alliances. Halo Capital Management provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes customized portfolios based on strategic asset allocation using ETFs and no-load mutual funds, and it distinguishes itself by offering performance-based fees to qualified clients alongside non-performance-fee accounts.
Based on Halo Capital Management, LLC
Fixed fees range from $250 to $10,000, negotiable and dependent on service complexity
$0 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Advisor member licensed as insurance agent may receive commissions on insurance and fixed annuity products
For qualified clients, Asset Management Fee ranges 0.25% to 0.50% annually plus Performance Fee 20%-25% of net realized and unrealized gains charged quarterly
Account minimum: $300,000 Minimum fee: Fixed fees range from $250 to $10,000, negotiable and may be waived if Asset Management Fee is charged
Vienna, VA
Maryland · Texas · Virginia
Halo Capital Management, LLC
2010 - Present (16 years)
Halo Capital Partners, LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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