Parth Bhatt is a registered investment advisor at Maaxiom Capital LLC, based in Fullerton, CA, with 4 years of industry experience. Parth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1M+ | 1.50% |
The annual fee is negotiable.
Fee Estimator
Location
Fullerton, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Parth is the Chief Investment Officer for the County of San Bernardino, managing treasury/funds since 2016. This role requires a full-time commitment.
Employment History
Current Registrations
Maaxiom Capital LLC
State Registrations1 state
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