Shamik Shah is a registered investment advisor at Merkkuri Wealth Advisors LLC, based in Jericho, NY. Shamik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 363 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merkkuri Wealth charges a percentage of your portfolio each year for investment management services. The specific percentage is negotiable based on various factors, including the advisor representative, client type, complexity, account composition, potential for deposits, client relationship, and total assets managed. Fees are billed monthly based on the average daily balance of your account. The firm may use third-party investment managers.
Location
333 Jericho Turnpike, Suite 211, Jericho, NY, 11753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Merkkuri Wealth Advisors LLC
State Registrations1 state
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