Advisor at Mehta Services Company
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Firm
Mehta Services Company
Location
Reston, VA
Credentials
CFP®, Series 66
Industry experience
18 years
Ketan Mehta is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of experience. He is the sole advisor at Mehta Services Company, an independent registered investment adviser based in Reston, VA, where he has worked since 2008. Mehta Services Company offers investment advisory services, financial planning, and tax preparation primarily to individual clients who meet specific intake criteria. The firm uses Modern Portfolio Theory and portfolio optimization to create customized portfolios with broad-based no-load mutual funds and ETFs, emphasizing limited discretionary authority and quarterly rebalancing.
Based on Mehta Services Company
0.5% of assets placed under management or $250 minimum for portfolio creation fee
$0 - $500,000: 0.50% annually $500,000 - $1,000,000: 0.375% annually $1,000,000+: 0.25% annually (negotiable above $1 million)
$50 per hour for financial and tax planning services (negotiable)
Minimum fee: $250 annually minimum for investment management services Fee-only: Hourly fee of $50/hour for financial and tax planning services (negotiable) and fixed fee for initial portfolio creation of 0.5% of assets placed under management or $250, whichever is greater
Reston, VA
Virginia
Mehta Services Company
2008 - Present (18 years)
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Real estate agent
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Other specialized services
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