Parimal Patel is a registered investment advisor at Liquid Strategies, LLC, based in Atlanta, GA, with 20 years of industry experience. Parimal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Liquid Strategies' fees are based on the value of the assets they manage, and the rate varies depending on the specific investment product.
- Investors in the Overlay ETFs are charged up to 0.75% in management fees.
- Investors in the Firm’s interval funds are charged a 1.65% management fee.
- The management fee for investors in the Firm’s private fund is 1.75%.
- Liquid Strategies receives a 0.30% fee for its role as a sub advisor to an unaffiliated ETF.
Advisory fees are negotiable at the discretion of the investment manager.
Location
3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Parimal is the Chief Compliance Officer at Liquid Strategies, LLC, an investment management firm, dedicating full-time hours. He is also the owner of APIA, LLC, a holding company for his spouse's wellness business, spending a few hours per week.
Employment History
Current Registrations
Liquid Strategies, LLC
Previous Registrations
Foreside Fund Services, LLCBroker
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Nbc Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.