RV
RV

Raj Vasudevan

8 Years of Experience
Irvine, CA

Raj Vasudevan is a registered investment advisor at White Stork Asset Management LLC, based in Irvine, CA, with 8 years of industry experience. Raj operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $2.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
25 clients
Average Client Portfolio
$106K average
Assets Under Management
$2.7M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

530 Technology Drive, Suite 100, Irvine, CA, 92618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Raj works as a project manager for Bio-Rad Laboratories Inc., a healthcare technology company, since April 2023. This is a full-time commitment and not investment-related.

Employment History
Current Registrations
White Stork Asset Management LLC
September 2017 - Present · 8 yrs 8 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Raj Vasudevan - Financial Advisor | TrueAdvisor