Alena Thangaraj is a registered investment advisor at Disciplina Capital Management, LLC, based in Sharon, MA, with 12 years of industry experience. Alena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 19 clients with $2.4B 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 | 0.95% |
| $1.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.83% |
| $10.0M - $15.0M | 0.72% |
| $15.0M - $20.0M | 0.62% |
| $20.0M - $25.0M | 0.54% |
| $25M+ | 0.54% |
Fees negotiable for accounts over $25M.
Fee Estimator
Location
Sharon, MA
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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
Alena is a member/operations manager of Theks Holding, LLC, a family-run LLC investing in rental and commercial properties, spending minimal time on this. She is also a member of Disciplina Group, LLC, a holding company, dedicating minimal time to this activity as well.
Employment History
Current Registrations
Disciplina Capital Management, LLC
State Registrations1 state
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