Shikha Mittra is a CFP-designated registered investment advisor at Retiresmart Consulting, LLC., based in Princeton, NJ, with 22 years of industry experience. Shikha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 17 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10.0M - $20.0M | 0.20% |
| $20.0M - $40.0M | 0.15% |
| $40M+ | 0.10% |
For accounts less than $1,000,000, the annual fee is 1.00% or a minimum quarterly fee of $2,000. The firm generally requires a minimum annual fee of $10,000, but this may be reduced at the firm's discretion.
Fee Estimator
Contact
Shikha Mittra
Location
103 Carnegie Center, Suite 300 A, Princeton, NJ, 08540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Shikha is a VP at ASNA Worldwide Group, a non-investment related business. She spends no time on this activity.
Employment History
Current Registrations
Retiresmart Consulting, LLC.
Previous Registrations
Ameriprise Financial Services, INC.
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.
Exams
Additional Information
Adjunct Faculty at Rutgers State University, New Brunswick, NJ (present)