KR
CFA
KR
CFA

Karthikeyan Radhakrishnan

7 Years of Experience
The Woodlands, TX

Karthikeyan Radhakrishnan is a CFA-designated registered investment advisor at Titania Investments LLC, based in The Woodlands, TX, with 7 years of industry experience. Karthikeyan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1 clients with $1.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$1.2M average
Assets Under Management
$1.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.75%
$500K - $1000K0.75%
$1M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

The Woodlands, TX

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History

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.

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Other Business Activities

Karthikeyan is the President of Titania Partners LLC, a finance and strategy consulting firm for healthcare and technology companies. He spends about full-time on this outside business activity, some of which may be outside US business hours.

Employment History
Current Registrations
Titania Investments LLC
December 2018 - Present · 7 yrs 5 mos
State Registrations1 state
TX
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.
Karthikeyan Radhakrishnan - Financial Advisor | TrueAdvisor