Rachna Bijlani is a CFP-designated registered investment advisor at Brsquared L.L.C., based in Danville, CA, with 10 years of industry experience. Rachna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 13 clients with $14M 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 $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Danville, CA
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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 ActivitiesSells Insurance
Rachna is a licensed insurance agent and occasionally sells life and long-term care insurance. She does not sell variable products.
Employment History
Current Registrations
Brsquared L.L.C.
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
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.