Anjali Jayakumar is a CFP-designated registered investment advisor at Fit Advisors LLC, based in Redondo Beach, CA, with 12 years of industry experience. Anjali operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 45 clients with $69M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fees are negotiable in limited circumstances. Sub-advisor fees from Dimensional Fund Advisors may apply additionally.
Fee Estimator
Location
Redondo Beach, CA
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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
Anjali works part-time (approximately 60%) as a tax manager at Baker Tilly Virchow Krause, LLP, a full-service accounting and advisory firm. This activity is not investment-related.
Employment History
Current Registrations
Fit Advisors LLC
Previous Registrations
Brownson, Rehmus & Foxworth, INC.
State Registrations3 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.
Exams
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