Adivaraha Jayasankar
Adivaraha Jayasankar is a registered investment advisor at Bellwether Investment Group, LLC, based in Naperville, IL, with 3 years of industry experience. Adivaraha 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 313 clients with $160M 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 | 2.00% |
Annual investment advisory fee is negotiable up to 2.00%. Financial planning is generally included for investment management clients.
Fee Estimator
Location
Naperville, IL
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adivaraha owns Wealth Foundation Solutions, LLC, an insurance business, and spends about 10-20% of his time on insurance sales. He also works as a tax preparer and reviewer for Zoller, Swanson and Company, dedicating approximately 60 hours per month to this role.
Employment History
Current Registrations
Bellwether Investment Group, LLC
Previous Registrations
Mainstay Capital Advisors LLC
State Registrations2 states
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
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