Anand Rajagopalan
Anand Rajagopalan is a registered investment advisor at Xenith Financial Advisory Services, LLC, based in Fort Worth, TX, with 3 years of industry experience. Anand operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 79 clients with $19M 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 | 2.50% |
Fees are negotiable.
Fee Estimator
Location
Fort Worth, 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.
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Anand is a registered tax advisor offering tax preparation, filing, and bookkeeping services through his own firm registered in Texas. He earns approximately $30,000 annually from this business.
Employment History
Current Registrations
Xenith Financial Advisory Services, LLC
State Registrations1 state
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