Jaya Gadela is a registered investment advisor at Life, INC. Retirement Services, based in Delaware, OH. Jaya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 321 clients with $100M 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 $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.05% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Delaware, OH
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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 →Employment History
Current Registrations
Life, INC. Retirement Services
State Registrations1 state
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