Chirag Shah is a CFA-designated registered investment advisor at Quant Portfolio Management, based in San Jose, CA, with 1 years of industry experience. Chirag operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.30% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Fee schedule is for Permanent Portfolios. Passive Plus Portfolios: $0 - $500,000: 0.40%, $500,001 - $1,000,000: 0.30%, $1,000,001 and Above: 0.20%. Active Portfolios: $0 - $500,000: 2.00%, $500,001 - $1,000,000: 1.50%, $1,000,001 and Above: 1.00%. For Passive Plus Portfolios, downside protection can be added for an additional 0.25%.
Fee Estimator
Location
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chirag Shah is a consultant, investor, and entrepreneur at QIG LLC. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Quant Portfolio Management
State Registrations1 state
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