Vinod Anantharaman is a registered investment advisor at Triangulum Wealth Management, based in Bellevue, WA, with 5 years of industry experience. Vinod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment 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 $300K | Included |
| $300K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.90% |
Minimum flat fee of $3,000 on assets under $300,000. Fees may be negotiable.
Fee Estimator
Location
Bellevue, WA
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 Activities
Vinod is a passive investor (limited partner) in the Columbia Pacific Income Fund and the Columbia Pacific Business Finance Fund since 2019. He has no other association with Columbia Pacific and dedicates no work hours to it.
Employment History
Current Registrations
Triangulum Wealth Management
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.