NP
CFP
NP
CFP
Nimish Patel
19 Years of Experience
Johns Creek, GA
2 Disclosures
Nimish Patel is a CFP-designated registered investment advisor at Mcap Investment Management, LLC, based in Johns Creek, GA, with 19 years of industry experience. Nimish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees are negotiable. Lower fees for comparable services may be available from other sources.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Johns Creek, GA
Get directionsHistory
Regulatory History (2)
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Financial
December 2016Final
Criminal
November 1992Final Disposition
Employment History
Current Registrations
Mcap Investment Management, LLC
June 2025 - Present · 11 mos
A & P Wealth Management
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Woodbury Financial Services, INC.
October 2014 - August 2015 · 10 mos
Fsc Securities Corporation
May 2007 - August 2015 · 8 yrs 3 mos
Suntrust Investment Services, INC.
February 2006 - September 2006 · 7 mos
State Registrations1 state
GA
Advisor
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
No exam information available for this advisor.