Himanshu Patel
Himanshu Patel is a registered investment advisor at Lakshmi Wealth Management LLC, based in Naperville, IL, with 11 years of industry experience. Himanshu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 19 clients with $29M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee is negotiable based on the nature and breadth of the relationship with the client.
Fee Estimator
Location
1267 Hamilton Lane, Naperville, IL, 60540
Get directionsHistory
Regulatory History (1)
Regulatory
March 2016Other Business ActivitiesSells Insurance
Himanshu occasionally consults on insurance carrier business through GLG, an expert network firm, spending a few hours per week. He also owns rental real estate properties through Himesh LLC in partnership with his brother, dedicating about 10-20% of his time to rental property management.
Employment History
Current Registrations
Lakshmi Wealth Management LLC
Previous Registrations
Lakshmi Wealth Management, LLC
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.