Advisor at Gulati Asset Management LLC
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Firm
Gulati Asset Management LLC
Location
Vero Beach, FL
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
Ramesh Gulati is a CFP®-certified financial advisor with 18 years of industry experience. He has led Gulati Asset Management LLC since 1998. Outside of his advisory role, he is involved in dietary supplement development as a managing member of CBDG LLC and serves on two homeowners association boards. Gulati Asset Management provides discretionary portfolio management and consulting services to individual and institutional clients, including pension plans, trusts, and charitable organizations. The firm constructs customized portfolios using a combination of equities, ETFs, mutual funds, and fixed income, employing both fundamental and technical analysis alongside risk assessment tools such as Monte Carlo simulation and Black Swan tests.
Based on Gulati Asset Management LLC
Based on Gulati Asset Management LLC
$0 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $750,000: 1.00% $750,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.50% $5,000,001 - Negotiable: Negotiable
Up to $300/hour, negotiable
Account minimum: $250,000
Vero Beach, FL
Florida · Rhode Island
Gulati Asset Management LLC
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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