Sri Palasamudram
Sri Palasamudram is a registered investment advisor at Disruptiveseculargrowth Corporation, based in Moutian View, CA, with 6 years of industry experience. Sri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 32 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
This is one of two fee options. The other option is a performance-based fee for qualified clients: 0.25% annually plus 25% of performance above a 10% annual benchmark. Minimum account size for both options is $350,000.
Fee Estimator
Location
809 Cuesta Dr, Ste B #3090, Moutian View, CA, 94040
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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 Activities
Sri advises startups for a few hours per week to stay current with technology and market trends.
Employment History
Current Registrations
Disruptiveseculargrowth Corporation
State Registrations1 state
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