Hemang Patel
Hemang Patel is a registered investment advisor at Spire Investment Management LLC, based in Hoffman Estates, IL, with 6 years of industry experience. Hemang 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 2 more. Their firm serves 41 clients with $9M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Hoffman Estates, IL
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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 Activities
Hemang owns Fortis Realty, LLC, a real estate investment company, since 2003. He spends a few hours per week scheduling repairs and maintenance.
Employment History
Current Registrations
Spire Investment Management LLC
State Registrations2 states
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