Patel Wealth Strategies provides investment management, financial planning, and consulting services. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning includes full financial plans and consulting services on individual topics. Patel Wealth Strategies creates investment strategies tailored to each client's goals and objectives.
Assets Under Management$8.9M
Clients45
Advisors1
Avg. per Client$200K
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $750K | 1.00% |
| $750K - $1.3M | 0.90% |
| $1.3M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable based on various criteria. Asset management services are also available through American Funds Service Company (AFS) with fees up to 1% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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