Aditi Kapadia is a CFA, CFP-designated registered investment advisor at Wealth Iq, based in Chicago, IL, with 1 years of industry experience. Aditi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Cross-Border Planning, Estate Planning, and 5 more. Their firm serves 2 clients with $1.4M 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 $1.0M | 0.65% |
| $1.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
Fees are negotiable. If Wealth IQ uses an outside manager, the above fee schedule includes the outside manager's fee.
Fee Estimator
Contact
Aditi Kapadia
Location
332 S Michigan Ave, Suite 900, Chicago, IL, 60604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealth Iq
State Registrations2 states
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