CFP · ChFC
CFP · ChFC
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
81 clients
Average Client Portfolio
$65K average
Assets Under Management
$5.3M
Fee Structure
Minimum Investment:$1K
Planning is included in investment management
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.00% |
| $600K - $1.2M | 0.80% |
| $1.2M+ | 0.60% |
All fees are negotiable. Minimum annual fee is $400.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Rajendra Prashad
Location
106-04, 101 Ave, Ozone Park, NY, 11416
Get directionsHistory
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 →Other Business Activities
Rajendra is the owner of Eagle Tax Planning & Advisory Group LLC, providing tax preparation and financial advice since February 2000. This requires nearly full-time commitment.
Employment History
Current Registrations
Eagle Tax Planning & Advisory Group.llc
January 2022 - Present · 4 yrs 2 mos
Previous Registrations
Origin Financial
January 2022 - March 2023 · 1 yr 2 mos
State Registrations1 state
NY
Advisor
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.
Exams
No exam information available for this advisor.
Contact
Rajendra Prashad