Annamalai Rajendran is a CFP-designated registered investment advisor at Family Cfo INC, based in Los Altos, CA, with 15 years of industry experience. Annamalai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 53 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be waived at the discretion of the advisor.
Fee Estimator
Location
Los Altos, CA
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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.
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Annamalai owns rental real estate properties through the Rajendran Family (living) Trust since 1984. He spends minimal time supervising property managers who handle leasing, rent collection, and repairs.
Employment History
Current Registrations
Family Cfo INC
State Registrations1 state
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