KM
KM
Kaushik Meisheri
18 Years of Experience
Kalamazoo, MI
1 Disclosure
Kaushik Meisheri is a registered investment advisor at Lifetime Equity Investments LLC, based in Kalamazoo, MI, with 18 years of industry experience. Kaushik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67 clients with $27M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
67 clients
Average Client Portfolio
$396K average
Assets Under Management
$26.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
The fee is negotiable, and the client may combine multiple accounts within the same household to achieve a lower fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Kalamazoo, MI
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2008Closed-No Action
Employment History
Current Registrations
Lifetime Equity Investments LLC
May 2015 - Present · 11 yrs
Previous Registrations
Ameriprise Financial Services, INC.
October 2009 - May 2015 · 5 yrs 7 mos
Ameriprise Advisor Services, INC.
June 2007 - October 2009 · 2 yrs 4 mos
State Registrations2 states
MITX
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.