FIT Advisors

As a mother, business owner and physician’s wife with 10 years of corporate and personal accounting experience, Anjali knows where you are coming from.  She founded FIT Advisors to save her clients time and help guide them to making better financial decisions.  FIT specializes in physicians who are independent contractors/partners and medical practice owners.  She works with her clients to address all aspects their money touches – from understanding the added tax nuances of being a business owner, balancing business financials with personal cash flow and juggling all the moving parts in your financial life.  Anjali believes in a more hands-on advising approach – we pull all the pieces together to provide you with our technical expertise and give you peace of mind. Anjali shares her experience and expertise with fresh voices in the industry on her semi-monthly podcast Money Checkup.  She was also recently named one of InvestmentNews 40 Under 40.

Fee Structure:

Fees start at $10,000 a year for assets under $1 million.

For clients with assets above $1 million, clients will pay a blended fee consisting of $10,000 on the first $1 million and the following blended schedule on additional assets. “Assets” include all directly managed accounts, employer retirement accounts, cost basis of rental properties and other investment assets Adviser deems necessary to be included. Fee to be recalculated if circumstances change.

$1,000,001 ‐ $5,000,000  0.75%
Above $5,000,001  0.50%