Monish Verma
Monish Verma is a registered investment advisor at Private Client Services, LLC, based in Farmington Hills, MI, with 31 years of industry experience. Monish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
27555 Executive Drive, Suite 190, Farmington Hills, MI, 48331
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2004Other Business ActivitiesSells Insurance
Monish is the Owner/CEO of Vardhan Wealth Management, an RIA, and the sole member of VNS 1 LLC, the holding LLC for Vardhan Wealth Management. He also offers insurance as a broker or agent and receives referral fees from Fieldpoint Private Bank & Trust and JAM-S 1 LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Summit Financial, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations12 states
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.