Premal Patel is a registered investment advisor at Greenrock Advisory LLC, based in Bellbrook, OH, with 14 years of industry experience. Premal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 48 clients with $49M 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 $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $5.0M | 1.25% |
| $5M+ | 1.10% |
AUM fees are negotiable. Maximum AUM Fee Schedule for retirement accounts managed outside of Schwab (e.g. 401k, 403B) is 1.25%. AUM fees do not include any financial planning services. GreenRock Advisory LLC may provide financial planning advice for clients with which we have investment supervisory responsibility for no additional fee.
Fee Estimator
Location
Bellbrook, OH
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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
Premal has an employee support role in a healthcare services business. This activity is not investment-related and presents no conflicts of interest.
Employment History
Current Registrations
Greenrock Advisory 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.