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Mehta and Associates / MPIC

Financial Advisor serving Milpitas, California · 1 of 5 financial advisors in the area

📍 995, Montague Expressway, Milpitas, CA, 95035
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📍 995, Montague Expressway, Milpitas, CA, 95035

About Mehta and Associates / MPIC

Mehta and Associates / MPIC is a financial advisor located in Milpitas, California. As a local financial advisor, they serve Milpitas and surrounding communities in California. Contact them through ProHorizon for a free quote.

Financial professionals in Milpitas should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Milpitas

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Milpitas may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Milpitas

✓ Check online reviews and ratings before hiring
✓ Get multiple quotes to compare pricing
✓ Verify licensing and insurance
✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Milpitas?
Financial Advisors in Milpitas typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Milpitas?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 5 financial advisors in Milpitas to choose from.
Does Mehta and Associates / MPIC offer free quotes?
Contact Mehta and Associates / MPIC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Milpitas

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Financial Rescue

416, South Hillview Drive, Milpitas, CA, 95035

Aditi Enterprise Group

200, Serra Way, Milpitas, CA, 95035

LTK Wealth Management

360, Fairview Way, Milpitas, CA, 95035

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