Manav Bhatia is a registered investment advisor at Farther, based in Long Island City, NY, with 1 years of industry experience. Manav operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B 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 | 2.00% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Location
Long Island City, NY
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Manav works as a financial consultant for Florida Financial Advisors, an RIA, dedicating full-time hours to this role. Manav also engages in fixed insurance sales for Florida Financial Insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Farther
Previous Registrations
Florida Financial Advisors, LLC
State Registrations1 state
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
More Advisors
- Giovannipaolo Urbanucci, CFANeuberger Berman Bd LLC
- Ayobande Omomo, CFPCitigroup Global Markets INC.
- Angel Tineo, CFPSanctuary Advisors, LLC
- Fausto Lima, CFAMorgan Stanley
- Jennifer Kang, CFPJwk Financial
- Tyler Simmons, ChFCOsaic Wealth, INC.