Anish Rathod is a registered investment advisor at Assetguard Financial Services INC, based in Smyrna, GA, with 9 years of industry experience. Anish 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, Insurance Planning, and 3 more. Their firm serves 29 clients with $680K 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 $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
Smyrna, GA
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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
Anish works for Assetguard Financial Services Inc providing accounting services and tax preparation. He spends nearly full-time on this activity, assisting business clients with tax consultation and payroll, and individuals with their tax returns.
Employment History
Current Registrations
Assetguard Financial Services INC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Hd Vest Investment ServicesBroker
Ameriprise Financial Services, INC.Broker
Jhs Capital Advisors, LLCBroker
Jhs Capital Advisors, LLCBroker
Nsm Securities, INC.Broker
State Registrations3 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.