Rajesh Gulrajani is a registered investment advisor at Wells Fargo Advisors, based in El Segundo, CA, with 20 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
309 N Sepulveda Blvd, Unit A, El Segundo, CA, 90245
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
December 2020 - Present · 5 yrs 5 mos
Wells Fargo Advisors
December 2020 - Present · 5 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
October 2020 - December 2020 · 2 mos
Stifel, Nicolaus & Company, Incorporated
October 2020 - December 2020 · 2 mos
Morgan Stanley
April 2019 - August 2019 · 4 mos
Morgan StanleyBroker
April 2019 - August 2019 · 4 mos
Scottrade Investment Management
January 2017 - March 2018 · 1 yr 2 mos
Scottrade, INC.Broker
April 2015 - March 2018 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2011 - March 2015 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2011 - March 2015 · 3 yrs 5 mos
LPL Financial Corporation
December 2009 - December 2010 · 1 yr
LPL Financial CorporationBroker
December 2009 - December 2010 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2009 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - November 2009 · 1 mo
Banc of America Investment Services, INC.Broker
May 2008 - October 2009 · 1 yr 5 mos
Banc of America Investment Services, INC.
May 2008 - October 2009 · 1 yr 5 mos
Primevest Financial Services, INC.
November 2006 - May 2008 · 1 yr 6 mos
Primevest Financial Services, INC.Broker
November 2006 - May 2008 · 1 yr 6 mos
Dfc Investor Services
July 2005 - November 2006 · 1 yr 4 mos
Dfc Investor ServicesBroker
July 2005 - November 2006 · 1 yr 4 mos
Wm Financial Services, INC.
April 2004 - June 2005 · 1 yr 2 mos
Wm Financial Services, INC.Broker
April 2004 - June 2005 · 1 yr 2 mos
Citicorp Investment Services
September 2003 - February 2004 · 5 mos
Citicorp Investment ServicesBroker
September 2003 - February 2004 · 5 mos
Banc of America Investment Services, INC.Broker
February 2003 - October 2003 · 8 mos
Banc of America Investment Services, INC.
March 2002 - October 2003 · 1 yr 7 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.