Mayur Kenia is a registered investment advisor at Iwd Capital Management, LLC, based in Austin, TX, with 12 years of industry experience. Mayur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IWD Capital Management charges both an asset-based management fee and an incentive allocation (performance-based fee). Clients who meet certain requirements pay 1% of their portfolio per year as an asset-based fee, plus 15% of net profits above prior losses. Clients who do not meet the requirements pay 2.4% of their portfolio per year. The asset-based fee is billed semi-annually. A reduced asset-based fee is charged for the first four quarters of account management: 0.5% for clients who pay an incentive allocation and 1.2% for clients who do not.
Location
Austin, TX
Get directionsHistory
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 →Employment History
Current Registrations
Iwd Capital Management, LLC
State Registrations2 states
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.