RK
RK

Rajkumar Khandelwal

3 Years of Experience
Chandler, AZ

Rajkumar Khandelwal is a registered investment advisor at Smartalpha Wealth Advisors LLC, based in Chandler, AZ, with 3 years of industry experience. Rajkumar 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1000K1.00%
$1M+0.75%

The annual fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Chandler, AZ

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Rajkumar participates as a passive investor in multiple limited partnerships that invest in real estate. This activity is not investment-related.

Employment History
Current Registrations
Smartalpha Wealth Advisors LLC
January 2023 - Present · 3 yrs 4 mos
State Registrations1 state
AZ
Advisor

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.

Exams
No exam information available for this advisor.
Rajkumar Khandelwal - Financial Advisor | TrueAdvisor