Ajay Khatri is a registered investment advisor at Alternity Investment Advisors, based in Newport Beach, CA, with 13 years of industry experience. Ajay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 25 clients with $8.1M 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 |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
2901 W. Coast Highway, Suite 200, Newport Beach, CA, 92663
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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
Ajay is an independent mortgage broker/loan officer and real estate salesperson through North Capital Management, receiving commissions. He is also an Account Executive at American Heritage Lending, spending about 10-20% of his time as a Wholesale Mortgage Rep.
Employment History
Current Registrations
Alternity Investment Advisors
State Registrations1 state
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