Karthikeyan Ethirajan
Karthikeyan Ethirajan is a CFP-designated registered investment advisor at Fincrafters Advisory LLC, based in San Jose, CA, with 1 years of industry experience. Karthikeyan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
San Jose, CA
Get directionsHistory
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
Karthikeyan sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He is also the President of Kartech Consulting, providing technology consulting services, and President of Karbiz Trading, an entity he created to trade securities for his own portfolio. He also works as an instructor at UC Berkeley Extension's certificate program in financial planning.
Employment History
Current Registrations
Fincrafters Advisory LLC
Previous Registrations
Transamerica Financial Advisors, LLCBroker
Transamerica Financial Advisors, LLC
State Registrations1 state
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.