Nagi Nallavelli
Nagi Nallavelli is a registered investment advisor at Birmingham Capital LLC, based in Sterling Heights, MI, with 22 years of industry experience. Nagi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wealth management fees range up to 2.00% annually based on the scope and complexity of services, asset level, and overall relationship. Fees may be negotiable at the firm's discretion.
Fee Estimator
Location
Sterling Heights, MI
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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 →Employment History
Current Registrations
Birmingham Capital LLC
Supreme Alliance LLC
Supreme Alliance LLCBroker
Previous Registrations
Supreme Alliance LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Global Arena Capital CORPBroker
Clark Dodge & CO., INC.Broker
Bishop, Rosen & CO., INC.Broker
Gunnallen Financial, INCBroker
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
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