Rajesh Bijlani is a registered investment advisor at Brsquared L.L.C., based in Danville, CA, with 5 years of industry experience. Rajesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 13 clients with $14M 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 $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Danville, CA
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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
Rajesh is a Notary Public and an Enrolled Agent, preparing taxes for individuals and companies. He is compensated for these services, which are separate from his work at BRsquared.
Employment History
Current Registrations
Brsquared L.L.C.
State Registrations1 state
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