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Satyanarayana Ayyalasomayajula

1 Year of Experience
Katy, TX

Satyanarayana Ayyalasomayajula is a registered investment advisor at Flexhedz Group LLC, based in Katy, TX, with 1 years of industry experience. Satyanarayana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 98 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
98 clients
Average Client Portfolio
$156K average
Assets Under Management
$15.3M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K+1.50%

Fees are negotiable.

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

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Flexhedz Group LLC
April 2024 - Present · 2 yrs 1 mo
State Registrations1 state
TX
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.