Pratik Shah is a CFA-designated registered investment advisor at Amijag Investment Advisors LLC, based in Sugar Land, TX, with 11 years of industry experience. Pratik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 1 clients with $550K 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 $2.5M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. The firm may charge performance-based fees to qualified clients, up to 20% of net profits exceeding the previous 5 quarters' high water mark.
Fee Estimator
Location
830 Julie Rivers Dr Ste 203, Sugar Land, TX, 77478
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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
Pratik works as a business research analyst for Amijag Inc. and as a director for Amijag USA Inc.
Employment History
Current Registrations
Amijag Advisors LLC
State Registrations1 state
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