Tanay Shah is a registered investment advisor at Bayleaf Financial Services, based in Dublin, CA. Tanay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.80% |
| $100K - $250K | 0.60% |
| $250K - $1.0M | 0.40% |
| $1M+ | 0.20% |
Fees are generally negotiable based upon the type of client, complexity of the situation, and other services provided.
Fee Estimator
Location
Dublin, CA
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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 →Employment History
Current Registrations
Bayleaf Financial Services
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
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