Easan Arulanantham
Easan Arulanantham is a registered investment advisor at Retirement Capital Strategies, INC., based in San Jose, CA, with 5 years of industry experience. Easan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 275 clients with $300M 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 | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
RCS may reduce or waive fees for family and friends, or in other situations deemed appropriate by the CEO. RCS will "Household" accounts to combine assets under management, which could lower the management fee assessed.
Fee Estimator
Location
1190 Saratoga Ave., Suite 140, San Jose, CA, 95129
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Retirement Capital Strategies, INC.
State Registrations1 state
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