Dipen Mehta is a registered investment advisor at Helix Wealth, based in Fishers, IN, with 10 years of industry experience. Dipen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Consists of an advisory fee of up to 1.00% and an investment management fee of up to 1.00%, totaling a combined maximum of up to 2.00% annually. If clients pay the family office flat monthly retainer, the advisory fee is waived, leaving only the investment management fee of up to 1.00%.
Fee Estimator
Location
15709 Whelchel Drive, Fishers, IN, 46037
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2026Other Business Activities
Dipen is involved with two LLCs, Super Amplify LLC and another unnamed LLC, neither of which are investment related. He spends a few hours per week on the first LLC and about 10-20% of his time on Super Amplify LLC.
Employment History
Current Registrations
Helix Wealth
Previous Registrations
Invst, LLC
Prosperity Capital Advisors
Protectio Investments
Trunorth Wealth Partners
Bgm Trunorth Wealth Partners, LLC
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
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