Andre Mehta is a CFA-designated registered investment advisor at Michaud Capital Management LLC, based in Denver, CO. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 32 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Michaud Capital Management charges consulting fees that are custom-tailored based on the scope of services, total asset size, complexity of investments, and whether the relationship is discretionary or non-discretionary. While the firm does not have a set fee schedule, it may impose a minimum fixed fee of $50,000 per year. Consulting fees are generally billed quarterly in advance.
Location
200 Fillmore Street, Suite 300, Denver, CO, 80206
Get directionsHistory
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 →Employment History
Current Registrations
Michaud Capital Management 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
More Advisors
- Erin Bawa, CFAMichaud Capital Management LLC
- Kayla Benjamin, CFPKb Financial Advisors LLC
- Philip Rollhaus, CFAMatter Family Office
- Jonathan Vogel, CFPEmerson Equity LLC
- Tierney Ziebelman, CFPAmeriprise Financial Services, LLC
- Eden Ross, CFPRoot Financial Partners