Nilima Agrawal is a registered investment advisor at Safe Money INC., based in San Jose, CA, with 8 years of industry experience. Nilima operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 50 clients with $23M 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 | 1.50% |
Fees are negotiable. Minimum account size is $25,000, but may be waived.
Fee Estimator
Location
1515 Lincoln Ave, San Jose, CA, 95125
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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 →Other Business Activities
Nilima prepares tax returns for individual clients and a few corporations. This activity takes a few hours per week.
Employment History
Current Registrations
Safe Money INC.
Previous Registrations
Sagepoint Financial, INC.
Commonwealth Financial Network
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.