Yash Patil is a CFA-designated registered investment advisor at Agentech Equities, LLC, based in Fremont, CA, with 4 years of industry experience. Yash operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
Fremont, CA
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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 →Employment History
Current Registrations
Agentech Equities, LLC
Previous Registrations
City National Rochdale
Cnr Securities, LLCBroker
State Registrations1 state
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