Saju Bahuleyan is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 30 years of industry experience. Saju operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
3000 Schwab Way, Westlake, TX, 76262
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Saju is a managing director/board member at Kalathil Lake Resort, assisting his father with the resort's activities. He also acts as a landlord for an inherited house in Kerala, India, and engages in affiliate marketing, selling various products online; each of these activities requires minimal time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Advanced Equities, INC.
Advanced Equities, INC.Broker
Peak6 Capital Management LLCBroker
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Saperston Financial INC.Broker
State Registrations1 state
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.