Neha Patel is a registered investment advisor at Ipex, INC., based in Plymouth, MI, with 2 years of industry experience. Neha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $2.2B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
156 West Liberty Street, Plymouth, MI, 48170-1315
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ipex, INC.
State Registrations1 state
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