Mehta Services Company offers financial planning, investment advice, and tax preparation services to individuals. Financial and tax planning covers retirement, education, tax, and insurance analysis, delivered via a written analysis with recommended actions. Investment advisory services are offered on an assets under management basis after an initial portfolio creation fee. Portfolios are reviewed quarterly.
Assets Under Management$15M
Clients8
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.38% |
| $1M+ | 0.25% |
Fees are negotiable for net assets above $1 million and in special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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