Ranjan Upendra is a registered investment advisor at Starklogic LLC, based in Sammamish, WA, with 7 years of industry experience. Ranjan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for portfolios valued over $10,000,000.
Fee Estimator
Location
Sammamish, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ranjan works full-time as a Sr. Finance Manager at Adobe since April 2022, focusing on financial planning analysis and reporting. This activity does not involve security trading or investment advisory.
Employment History
Current Registrations
Starklogic LLC
State Registrations1 state
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