Ajay Vadukul
Ajay Vadukul is a registered investment advisor at Endeavor Advisors LLC, based in Brea, CA, with 8 years of industry experience. Ajay 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 426 clients with $110M 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 $250K | 1.40% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. When directing clients to third-party investment advisers like Sowell Financial Services or Evidence Based Advisors, the firm charges a separate fee schedule.
Fee Estimator
Location
Brea, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2020Other Business ActivitiesSells Insurance
Ajay is a life and health insurance agent, receiving commissions from selling these products.
Employment History
Current Registrations
Endeavor Advisors LLC
Previous Registrations
Lifetyme Financial Advisors, LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations2 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.
Exams
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