GlobalValue Investors, Inc.
821 Alexander Rd.
Princeton, New Jersey
Year practice began: 1982
Number of advisors in office: 3 planners, 1 analyst, 1 support staff member
Number of clients: 120
Compensation method(s): Fee-only
Fee for managing assets: 1% of assets up to $2 million, 0.75% of assets up to $5 million, 0.5% of assets over $5 million
Hourly fee: $300 per hour
Client demographics: Most clients have a net worth between $500,000 and $5 million. 50% of clients are physicians. Kolluri also advises a family office with a net worth of $45 million
Education: B.S. in mathematics from Andhra University (India), MBA from Pace University (New York)
Previous incarnations: Corporate accountant
Professional designation(s): CFP, Chartered Accountant (India)
Outside interests: Tennis, volunteering for an Indian civic organization