Srinivas Vaidya is a registered investment advisor at Alphaplus Wealth Management LLC, based in Vienna, VA, with 4 years of industry experience. Srinivas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 50 clients with $15M 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 | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable based on the amount invested and the client’s comfort.
Fee Estimator
Location
Vienna, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Srinivas works full-time as a software engineer at Navy Federal Credit Union since 2007. He dedicates a few hours per week during trading hours to this non-investment related activity.
Employment History
Current Registrations
Alphaplus Wealth Management LLC
State Registrations1 state
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