Mahesh Jain is a registered investment advisor at Kuber Investments, based in Irvine, CA, with 7 years of industry experience. Mahesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $4M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Location
Irvine, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mahesh owns and operates Gray Matrix Inc, an IT business specializing in software development and consulting. As CEO and sole employee, Mahesh spends about half his time on this venture, outsourcing IT projects to vendors in India.
Employment History
Current Registrations
Kuber Investments
State Registrations1 state
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