Parimal Patel is a registered investment advisor at Liquid Strategies, LLC, based in Atlanta, GA, with 21 years of industry experience. Parimal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 22 clients with $1.4B 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 | 1.65% |
Fees vary by product: exchange-traded funds charge up to 0.75% per year, interval funds charge 1.65% per year, and private fund fees are set in fund documents. Fees are negotiable.
Fee Estimator
Location
3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326
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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 →Other Business Activities
Parimal is the Chief Compliance Officer at Liquid Strategies, LLC, an investment management firm, dedicating full-time hours. He is also the owner of APIA, LLC, a holding company for his spouse's wellness business, spending a few hours per week.
Employment History
Current Registrations
Liquid Strategies, LLC
Previous Registrations
Foreside Fund Services, LLCBroker
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Nbc Securities, INC.Broker
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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