Mehta Money, LLC offers investment management services, including managing variable annuities. They also provide financial planning and consulting services, covering topics like estate planning, investments, taxes, and retirement income. Mehta Money may recommend third-party managers for client portfolios and receives referral fees from them. Seminars and workshops are also offered to educate the public.
Fee Structure
Mehta Money offers investment management services with fees that vary depending on the platform used. For accounts held at American Funds Service Company (AFS), fees range from 0.85% to 0.50% annually, depending on the amount invested. For annuity management, the fee is 1% annually. Mehta Money may also recommend third-party managers, whose fees are disclosed separately and are negotiable. Mehta Money receives a portion of the fees charged by the third-party managers as a referral fee.