Behzad Ravan
Advisor at RC Private Wealth, 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.
Advisor at RC Private Wealth, 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
Miami, FL 33156
Credentials
CFP®
Industry experience
1 year
Behzad Ravan is a CFP® professional with three years at RC Private Wealth, LLC and over a decade of experience at RC CPAs. He is based in Miami, FL. Ravan is a member of the Alliott Global Alliance and serves as financial treasurer for the South Florida chapter of the Entrepreneur Organization. RC Private Wealth LLC provides investment advisory services primarily to pooled and institutional clients, including participant-directed retirement plans. The firm employs a Modern Portfolio Theory-based approach focused on broad asset-class diversification using primarily passive funds, supported by model portfolios and sub-advisory relationships.
Based on RC Private Wealth, LLC
Based on RC Private Wealth, LLC
Fixed fees typically starting at $3,500 for financial planning and consulting services
$0 - $500,000: 1.20% $500,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000 - $25,000,000: 0.55% $25,000,000+: 0.45%
$500 per hour for financial planning and consulting services
Account minimum: $500,000 Fee-only: Hourly financial planning and consulting fees starting at $500 per hour; Fixed fees typically starting at $3,500, depending on complexity and mutual agreement
9250 S Dixie Hwy, Suite 1250
Miami, FL 33156
Florida
RC Private Wealth LLC
2023 - Present (3 years)
RC CPAs
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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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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