Narendra Kapadia is a registered investment advisor at Value Financial Services CORP., based in Chelmsford, MA, with 21 years of industry experience. Narendra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 21 clients with $9.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of Value Financial Services.
Fee Estimator
Location
Chelmsford, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Narendra is the owner and president of Value Mortgage Corporation since 1996. He dedicates nearly full-time hours to mortgage origination, processing, and business development.
Employment History
Current Registrations
Value Financial Services CORP.
State Registrations1 state
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