Jay Mehta is a registered investment advisor at Veraz Advisors, based in San Ramon, CA, with 8 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 188 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Veraz Advisors charges an annual fee based on the value of your portfolio. The maximum fee is 1.99%, but this is negotiable. The fee is calculated and paid quarterly, based on the market value of your investments on the last day of the quarter. You can end the agreement within five days without penalty. After that, you'll be charged for the services you've already received. Veraz may use sub-advisors, but you won't pay extra fees for this.
Location
2355 San Ramon Valley Blvd,, Suite 204, San Ramon, CA, 94583
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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 ActivitiesSells Insurance
Jay is the CEO & Producer for Veraz Insurance Solutions, an insurance sales company, dedicating a few hours per week. He also holds positions at Benicia Bay Physical Therapy, ATC Consulting, Council of Financial Educators, and Urok Tax Planners, LLC, spending minimal time at Benicia Bay Physical Therapy and Urok Tax Planners, LLC, a few hours per week at ATC Consulting, and about 10-20% of their time at Council of Financial Educators.
Employment History
Current Registrations
Veraz Advisors
Previous Registrations
Horter Investment 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.