Kalyan Cherukuri is a registered investment advisor at Velaga Advisors, based in Allen, TX, with 1 years of industry experience. Kalyan 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. Their firm serves 10 clients with $24M 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 | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable at the firm's sole discretion.
Fee Estimator
Location
Allen, TX
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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 Activities
Kalyan is on sabbatical from Texas Instruments until 2028 and currently has no active role there. Kalyan is also the sole owner of a bookkeeping business, operating under the name DBA Kalyan Cherukuri, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Velaga Advisors
State Registrations1 state
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