Andy Jaikaran
Andy Jaikaran is a registered investment advisor at Gradient Advisors, LLC, based in Land O Lakes, FL, with 1 years of industry experience. Andy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
Land O Lakes, FL
Get directionsHistory
Regulatory History (3)
Regulatory
February 2024Criminal
October 2012Criminal
June 2008Other Business ActivitiesSells Insurance
Andy is the owner and investment advisor representative at Jaikaran Wealth Management, providing advisory services, taking about half of his time. He is also an insurance agent at Jaikaran Financial Group, selling life, health, and annuities, also taking about half of his time, and a real estate agent at Florida Homes Reality & Mortgage, dedicating about 10-20% of his time.
Employment History
Current Registrations
Gradient 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.