DP
DP

Devang Patel

2 Years of Experience
Houston, TX

Devang Patel is a registered investment advisor at Rewbix, based in Houston, TX, with 2 years of industry experience. Devang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $63K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$31K average
Assets Under Management
$63K

Fee Structure

Minimum Investment:$50
Investment management only (planning not offered)

Rewbix AI Investments charges a management fee of 2% per year, paid monthly. Qualified and accredited investors may also pay a performance fee of up to 20%. Additional fees may apply for advanced strategies that require more computing power.

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Location

17350 State Hwy 249, Ste 220 #16605, Houston, TX, 77064

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Devang is a director at Rewbix Real Estate Investments LLC, a real estate investment company, dedicating minimal time to this role. His duties include overseeing property management issues.

Employment History
Current Registrations
Rewbix
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.