Mehta Services Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mehta Services Company is an independent, single-advisor registered investment adviser that provides investment advisory services, financial planning and tax preparation to individual clients. In its disclosure the firm indicates it does not accept typical non‑high‑net‑worth retail clients, focusing its relationships on individuals who meet its intake criteria.
The firm relies on Modern Portfolio Theory and portfolio optimization to construct customized, core-and-satellite portfolios using broad-based no‑load mutual funds and ETFs, with allocations set according to each client’s risk tolerance and cash‑flow needs. It generally operates with limited discretionary authority (via a limited power of attorney), performs quarterly rebalancing and provides periodic account reviews.
Notably, the owner combines tax‑preparation services and hourly financial planning alongside assets‑under-management portfolio services, and discloses that financial and tax planning work will not exceed an average of about 10 hours per week (roughly 10% of firm time). The adviser also prefers recommending a single broker for operational efficiency while allowing clients to choose their custodian, and it expressly avoids recommending load mutual funds.
Client services
Expertise
Fee options
0.5% of assets placed under management or $250 minimum for portfolio creation fee
$0 - $500,000: 0.50% annually $500,000 - $1,000,000: 0.375% annually $1,000,000+: 0.25% annually (negotiable above $1 million)
$50 per hour for financial and tax planning services (negotiable)
Minimum fee: $250 annually minimum for investment management services Fee-only: Hourly fee of $50/hour for financial and tax planning services (negotiable) and fixed fee for initial portfolio creation of 0.5% of assets placed under management or $250, whichever is greater
Main office
Reston VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Mehta Services Company · Mehta, Ketan, J
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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