Advisor at Simplify Investments
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Kartik Patel is a financial advisor at Simplify Investments with eight years of industry experience and holds a Series 65 designation. He also serves as president of Data Express Inc., an information technology consulting firm where he provides business analysis and strategic advice to clients, including those in the financial sector. Prior to founding Data Express, he worked at Tech Karma Inc. for six years. Simplify Investments is an independent, fee-only registered investment adviser serving private individuals, families, and small businesses. The firm employs a fundamentally driven, value-oriented investment approach focused on U.S.-traded stocks, ETFs, and bonds, maintaining a concentrated portfolio and making limited quarterly changes.
$0 - $99,999: 1.50% $100,000+: 1.00%
Account minimum: $50,000 Fee-only: Portfolio management fees based on assets under management as per tiered schedule; no commissions or performance fees.
Brambleton, VA
Virginia
Data Express Inc.
2016 - Present (10 years)
Tech Karma Inc.
2010 - 2016 (6 years)
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