Samir Shah is a registered investment advisor at Mbs Mantra, LLC, based in Stamford, CT, with 11 years of industry experience. Samir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $5.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MBS Mantra manages investments for a fee that varies and is negotiable, depending on the investment program. The fees range from 0.1% to 1.75% per quarter, or 0.4% to 4% per year. MBS Mantra may also receive a performance-based fee ranging from 10% to 30% per year of net realized returns from some separately managed accounts with specific strategies. Fees are calculated and payable quarterly in advance, though the Advisor may charge fees in arrears at the end of each quarter.
Location
Stamford, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mbs Mantra, LLC
State Registrations1 state
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