Gaurav Mehra
Advisor at StraightLine
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at StraightLine
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Gaurav Mehra is a financial advisor at StraightLine with 15 years of industry experience. He holds a Series 65 designation and has been with StraightLine since 2008. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients by providing discretionary investment management, portfolio allocation, financial planning, and cash management. The firm emphasizes participant education through group meetings, webinars, and newsletters, and uses proprietary model portfolios supported by an internal Research Department.
Based on StraightLine
Non-discretionary portfolio allocation service: $3,600 annually billed quarterly; Financial Planning standalone service: $2,400 to $4,800 annually.
$0 - $1,500,000: 0.90% $1,500,001 - $3,000,000: 0.75% $3,000,001 - $6,000,000: 0.60% $6,000,001+: 0.45%
Commission-based compensation received from insurance products sold to clients.
Fee-only: Fee-only adviser; fees are flat fees or percentage of AUM; no commissions except for insurance products sold separately.
165 Kirts Blvd., Ste 100
Troy, MI 48084-5200
Michigan
StraightLine
2008 - Present (18 years)
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Is active or affiliated with:
Insurance agent
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Lawyer
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