Meeta Patel
Meeta Patel is a registered investment advisor at Ameriprise Financial Services, LLC, based in Temecula, CA, with 7 years of industry experience. Meeta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
Temecula, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Meeta owns multiple single-family real estate properties and is a co-owner of NAP Partners, LLC, dedicating about a third of her time to managing the Ameriprise business. She also co-owns Khaman Dhokla LLC and Nakamo LLC, both related to real estate, but spends no time on these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations3 states
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