Ajay Agrawal offers investment management services, managing portfolios based on client objectives using a tactical allocation strategy. Investments may include stocks, bonds, mutual funds, and options. Ajay Agrawal also provides financial planning services, including retirement planning, tax strategies, and estate planning. Additionally, Ajay Agrawal offers consulting services to qualified retirement plans.
Assets Under Management$740K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$740K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $600K | 1.00% |
| $600K - $1.0M | 0.80% |
| $1.0M - $1.6M | 0.60% |
| $1.6M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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