Ajay Agrawal is a registered investment advisor at Ajay Agrawal, based in Fremont, CA, with 18 years of industry experience. Ajay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $600K | 1.00% |
| $600K - $1.0M | 0.80% |
| $1.0M - $1.6M | 0.60% |
| $1.6M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Location
46540 Fremont Blvd, Ste 516-B, Fremont, CA, 94538
Get directionsHistory
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
Ajay owns and manages rental properties as a sole proprietor since 2012. This activity requires a few hours per week.
Employment History
Current Registrations
Ajay Agrawal
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Envestnet Pmc
State Registrations2 states
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.