Venu Vallabhaneni is a registered investment advisor at Capitalalphabet, based in Frisco, TX, with 3 years of industry experience. Venu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $3.8M 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 | 1.50% |
This is for Option A. For "qualified clients" with at least $1.1 million, the fee is 25% of the account's annual profit above a 6% hurdle rate (Option B). Fees are negotiable.
Fee Estimator
Location
Frisco, TX
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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
Venu is a licensed real estate agent since 2008 and maintains their license.
Employment History
Current Registrations
Capitalalphabet
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.