Rohit Mehrotra
Rohit Mehrotra is a registered investment advisor at First Citizens Investor Services, INC., based in Boston, MA, with 20 years of industry experience. Rohit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,706 clients with $2.1B 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 $100K | 1.30% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.85% |
These fees apply to First Citizens Wealth Management and First Citizens Investor Services Wealth Strategies Portfolio Management. Third-Party Manager fees can be up to 0.55% in addition to the program fee. Tax Aware Services are offered with Portfolio Manager Program and First Citizens Wealth Management Services at an additional fee of 0.53% of the assets in the account. First Citizens Guided Investing has a fee of 0.30%.
Fee Estimator
Location
53 State Street, 28th Floor, Boston, MA, 02109
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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
Rohit is a managing member of Triloka Partners, LLC, an entity holding investment property, and serves on advisory boards for Tuck School of Business, McCarter Theatre, and Rutgers Health Leadership Council. These activities each take minimal time and are not investment-related.
Employment History
Current Registrations
First Citizens Investor Services, INC.Broker
Svb Wealth
Previous Registrations
Svb Investment Services INC.Broker
Svb Investment Services INC.
J.P. Morgan Securities LLCBroker
Goldman, Sachs & CO.Broker
State Registrations7 states
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