Rajesh Chelapurath is a registered investment advisor at Ceera Investments, LLC, based in Bellaire, TX, with 20 years of industry experience. Rajesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 187 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CEERA Investments' annual advisory fee is typically 1% of the value of your portfolio, but this is negotiable and can vary depending on the size and complexity of your account. The management fee will not exceed 1.75% per year.
Location
Bellaire, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rajesh is the 100% owner and managing member of CeeChat, LLC, a mobile app development project, since 2018. He spends about 10-20% of his time directing app development, primarily during weekends and evenings.
Employment History
Current Registrations
Ceera Investments, LLC
State Registrations1 state
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