Ketan Mehta is a CFP-designated registered investment advisor at Mehta Services Company, based in Reston, VA, with 18 years of industry experience. Ketan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 8 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.38% |
| $1M+ | 0.25% |
Fees are negotiable for net assets above $1 million and in special circumstances.
Fee Estimator
Location
Reston, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mehta Services Company
State Registrations1 state
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