Anna Khemkhajon
Anna Khemkhajon is a registered investment advisor at Rinaldi Wealth Management, INC., based in Bonita Springs, FL, with 1 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 363 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rinaldi Wealth Management offers investment management services for an annual fee of no more than 1.5%. This fee is negotiable. RWM utilizes third-party asset managers/sub-advisors, and clients will pay additional fees to the sub-advisor, which are separate from RWM's fee.
Location
24311 Walden Center Drive, Suite 100, Bonita Springs, FL, 34134
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 →Employment History
Current Registrations
Rinaldi Wealth Management, INC.
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.