Anil Kothari is a CFA-designated registered investment advisor at Happyrich Capital, based in Monroe Township, NJ, with 3 years of industry experience. Anil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 49 clients with $45M 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 | 1.00% |
Investment management fees are negotiable at the sole discretion of HappyRich Capital.
Fee Estimator
Location
Monroe Township, NJ
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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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Anil works for MFA Capital Private Ltd. as an AVP in Planning & Research since 2012, dedicating approximately 125 hours per month to research and analysis, and approximately 9 hours per month during trading hours.
Employment History
Current Registrations
Happyrich Capital
State Registrations4 states
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