RG
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Raju Gadiraju

10 Years of Experience
Plano, TX
Sells Insurance

Raju Gadiraju is a registered investment advisor at Gadiraju, Raju, based in Plano, TX, with 10 years of industry experience. Raju operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
29 clients
Average Client Portfolio
$487K average
Assets Under Management
$14.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Raju is self-employed as an insurance agent since 1995, selling individual and group insurance benefits. This takes about half of his time, with 60 hours per month occurring during securities trading hours.

Employment History
Current Registrations
Gadiraju, Raju
October 2015 - Present · 10 yrs 7 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.