Reema Patel is a CFP-designated registered investment advisor at Mbi LLC, based in Bethesda, MD, with 1 years of industry experience. Reema operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 197 clients with $320M 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 $750K | Included |
| $750K - $1.3M | 0.90% |
| $1.3M - $2.5M | 0.80% |
| $2.5M - $3.8M | 0.70% |
| $3.8M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | Included |
Fees are generally negotiable.
Fee Estimator
Location
7910 Woodmont Ave, Suite 500, Bethesda, MD, 20814
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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
Reema provides accounting services for tax, audit, and advisory matters at CBM, the parent company of MBI. She also receives referral commissions for new clients brought to CBM for the first two years.
Employment History
Current Registrations
Mbi LLC
State Registrations2 states
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