Anithah Neelakanda-Pillai
Anithah Neelakanda-Pillai is a CFP-designated registered investment advisor at Ap Investment Management, based in Mountain View, CA, with 10 years of industry experience. Anithah 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 54 clients with $28M 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 $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee schedule is for Comprehensive Wealth Management. Asset Management fees are lower: 1.10% on first $1M, 1.00% from $1M-$2M, 0.90% from $2M-$5M, 0.70% above $5M. Fees are negotiable.
Fee Estimator
Location
800 W El Camino Real, #180, Mountain View, CA, 94040
Get directionsHistory
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 ActivitiesSells Insurance
Anithah receives trails from non-variable insurance through Truluma and co-owns rental real estate. Neither activity requires a significant time commitment.
Employment History
Current Registrations
Ap Investment Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ek Riley Investments, LLC
Ek Riley Investments, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
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.