Rajiv Rebello is a registered investment advisor at Colva Capital LLC, based in San Diego, CA, with 5 years of industry experience. Rajiv operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Tax Planning. Their firm serves 3 clients with $1.2M 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 $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.15% |
Fees may be higher if client's ongoing needs are complex. Minimum annual fee of $12,000.
Fee Estimator
Location
San Diego, CA
Get directionsHistory
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
Rajiv is the President and Lead Actuarial Consultant for Colva INS SVCS/Colva Actuarial SVCS, spending about 10-20% of his time on actuarial services and consulting. He is also the President and Lead Insurance Agent for an independent insurance agency, dedicating about 10-20% of his time to the insurance business.
Employment History
Current Registrations
Colva Capital LLC
Previous Registrations
The Leaders Group, INC.Broker
The Leaders Group, INC.Broker
Tlg Advisors, INC.
Lotusgroup Capital
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.