Viju Rajan
Viju Rajan is a registered investment advisor at Independent Family Office, LLC, based in Albany, NY, with 5 years of industry experience. Viju operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 34 clients with $620M 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 | 0.75% |
Fees for investment supervisory services range from 0.20% to 0.75% annually. Fees, account minimums and payment terms are negotiable depending on the client's unique situation.
Fee Estimator
Location
677 Broadway, 7th Floor, Albany, NY, 12207
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Regulatory History (1)
Employment Separation After Allegations
May 2012Employment History
Current Registrations
Independent Family Office, LLC
Previous Registrations
The Ayco Company,l.p.
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.