Mayank Madhavani is a CFP, PFS-designated registered investment advisor at Neya Capital, based in Palmdale, CA, with 3 years of industry experience. Mayank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 13 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fee Estimator
Location
1058 W. Ave. M-14, Suite B, Palmdale, CA, 93551
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mayank is a Manager & Partner at Burkey Cox Evans & Bradford Accountancy Corp., a CPA firm, dedicating nearly full-time hours to this role. He is also a Director of Mayank Madhavani, CPA, A Professional Corporation, a personal holding company for income processing, which requires minimal time.
Employment History
Current Registrations
Neya Capital
State Registrations1 state
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