Rajendra Prashad is a CFP, ChFC-designated registered investment advisor at Eagle Tax Planning & Advisory Group.llc, based in Ozone Park, NY, with 26 years of industry experience. Rajendra 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. Their firm serves 81 clients with $5.3M 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 $600K | 1.00% |
| $600K - $1.2M | 0.80% |
| $1.2M+ | 0.60% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Contact
Rajendra Prashad
Location
106-04, 101 Ave, Ozone Park, NY, 11416
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
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
Previous Registrations
Origin Financial
State Registrations1 state
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