Siddharth Mehta is a registered investment advisor at Wisdom Oak Fund Management LLC, based in Katy, TX, with 6 years of industry experience. Siddharth 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 $88K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wisdom Oak Fund Management charges a management fee of up to 2.75% per year, or $199 per month, whichever is higher. This fee is deducted from your account monthly. Clients can opt for a performance-based fee of up to 20% of quarterly profits, which makes them eligible for a 0.75% discount on the management fee. Performance fees are only charged if the account balance exceeds the highest previous balance from the last four quarters.
Location
Katy, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wisdom Oak Fund Management LLC
Previous Registrations
Wisdom Oak Fund Management LLC
Next Financial Group, INC.
Wisdom Oak Fund Management LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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