Raj Atisivan is a registered investment advisor at Meera Advisory, L.L.C., based in San Jose, CA, with 3 years of industry experience. Raj 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 7 clients with $4.7M 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 $1000K | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2M+ | 0.40% |
Fees are negotiable. Qualified clients may pay an annual fee of 1.00% of assets under management along with a 10.00% performance fee based on capital appreciation.
Fee Estimator
Location
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Meera Advisory, L.L.C.
State Registrations1 state
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