Rajeev Sharan is a registered investment advisor at Yayati Asset Management, LLC, based in Newport Beach, CA, with 2 years of industry experience. Rajeev operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $1.4M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The advisory fee may be negotiable.
Fee Estimator
Location
4930 Campus Dr, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Rajeev is the majority owner of Yayati Inc., the holding company that owns Yayati Asset Management, LLC. He is also an employee of Yayati LLC, the technology subsidiary of the holding company, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Yayati Asset Management, LLC
State Registrations1 state
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