Pradeep Jayaraman
Pradeep Jayaraman is a registered investment advisor at Intelligent Investments, based in Sioux Falls, SD, with 17 years of industry experience. Pradeep operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 114 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For clients with predominantly bond portfolios, Intelligent Investments may negotiate a flat fee instead of the 1% AUM fee.
Fee Estimator
Location
2101 West 41st Street, Suite 2000A, Sioux Falls, SD, 57105
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 ActivitiesSells Insurance
Pradeep is an insurance agent selling life and health insurance since 2012, dedicating a few hours per week. He also works as an attorney at Glinert Jay, Attorney at Law, taking about half of his time.
Employment History
Current Registrations
Intelligent Investments
Previous Registrations
Brokersxpress LLC
Edward Jones
State Registrations4 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.