
Rutvik Joglekar
I apply math and principles of financial and behavioral economics to build portfolios that manage themselves
💰 One planning session. Automated investments. No ongoing fees. 🚀
UChicago Econ + MIT MBA
Series 65 Licensed
Fiduciary
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Why Work With Me
- Fee-only fiduciary—no commissions, no product sales
- Transparent pricing, tailored to your needs and shared during your free consultation
- No asset-based (AUM) percentage charges, ever
- No hidden fees
