Mehak Thukral is a registered investment advisor at Lionshead Wealth Management, LLC, based in New York, NY, with 5 years of industry experience. Mehak operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 99 clients with $200M 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 - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Clients of record prior to January 1, 2025 are subject to annual fees that vary between 0.45% to 1.25%.
Fee Estimator
Location
250 West 55th Street, 17th Floor, New York, NY, 10019
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 →Other Business Activities
Mehak is a property manager for Rising Properties, LLC, a real estate company, since June 2023. This activity takes nearly full-time hours, including about a quarter of their time during trading hours, and involves tenant, lease, and property management/accounting.
Employment History
Current Registrations
Lionshead 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.