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Rao Bharathi (Jackson)


Rao Bharathi is a large advisory firm based in Jackson. It manages $29.73 million of regulatory assets for 242 client accounts. It has been registered with the SEC as an adviser since 2001.

Rao Bharathi provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rao Bharathi: assets under management

The assets under management (AUM) of Rao Bharathi is $29.73 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $122.83 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rao Bharathi for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jackson

The principal office where Rao Bharathi performs its advisory services is located at 1214 Winston Dr, Jackson, MI 49203, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 517-787-4058 or by fax 517-787-6872. The normal business hours are 8 am to 5 pm on Monday - Friday.


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