Dipen Mehta is a registered investment advisor at Invst, LLC, based in Indianapolis, IN, with 9 years of industry experience. Dipen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,745 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invst offers investment management services for an annual fee based on the amount of assets managed. This fee varies between 0.10% and 1.50% depending on the size and composition of the client's portfolio and the type of services rendered. For clients engaged through a Delegating Advisor, this management fee generally varies between 0.20% and 1.50%.
Location
3625 E 96th St, Indianapolis, IN, 46240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dipen is involved with two LLCs, Super Amplify LLC and another unnamed LLC, neither of which are investment related. He spends a few hours per week on the first LLC and about 10-20% of his time on Super Amplify LLC.
Employment History
Current Registrations
Invst, LLC
Previous Registrations
Prosperity Capital Advisors
Protectio Investments
Trunorth Wealth Partners
Bgm Trunorth Wealth Partners, LLC
State Registrations1 state
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