Anitha Rao is a CFP-designated registered investment advisor at Financial Architects, LLC, based in Woodstock, GA, with 16 years of industry experience. Anitha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 100 clients with $200M 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 $2.0M | 1.00% |
| $2M+ | 0.50% |
Portfolio management fees are payable quarterly in arrears. The firm generally requires a minimum asset level of $2,000,000, which is subject to reduction at the firm's discretion.
Fee Estimator
Contact
Anitha Rao
Location
302 Creekstone Ridge, Woodstock, GA, 30188
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Architects, LLC
State Registrations2 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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