Kartik Patel is a registered investment advisor at Simplify Investments, based in Brambleton, VA, with 8 years of industry experience. Kartik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $7.5M 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 | 1.50% |
| $100K+ | 1.00% |
Fees are not negotiable.
Fee Estimator
Location
Brambleton, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kartik is the President and a Technology Consultant at Data Express Inc., an information technology consulting firm. He dedicates nearly full-time hours to this business, with a significant portion of that time occurring during trading hours.
Employment History
Current Registrations
Simplify Investments
State Registrations1 state
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