Milan Patel is a registered investment advisor at Yayati Asset Management, LLC, based in Edison, NJ, with 8 years of industry experience. Milan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The advisory fee may be negotiable.
Fee Estimator
Location
Edison, NJ
Get directionsHistory
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
Milan has an ownership stake in Yayati Inc., the holding company that owns Yayati Asset Management, LLC. He is also an employee of Yayati LLC, the technology subsidiary of Yayati Inc., taking nearly full-time hours.
Employment History
Current Registrations
Yayati Asset Management, LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
State Registrations2 states
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.