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Ram Kolluri

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Ram Kolluri

GlobalValue Investors, Inc.

821 Alexander Rd.

Princeton, New Jersey


[email protected]

Year practice began: 1982

Number of advisors in office: 3 planners, 1 analyst, 1 support staff member

Number of clients: 120

Compensation method(s): Fee-only

Fee for managing assets: 1% of assets up to $2 million, 0.75% of assets up to $5 million, 0.5% of assets over $5 million

Hourly fee: $300 per hour

Client demographics: Most clients have a net worth between $500,000 and $5 million. 50% of clients are physicians. Kolluri also advises a family office with a net worth of $45 million

Education: B.S. in mathematics from Andhra University (India), MBA from Pace University (New York)

Previous incarnations: Corporate accountant

Professional designation(s): CFP, Chartered Accountant (India)

Outside interests: Tennis, volunteering for an Indian civic organization