NB
CFA · CFP

Neeta Balani

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
632 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:$1,500 - $5,000
Hourly Rate:$175 - $250/hr

Investment management fees are negotiable, ranging from 0.05% to 1.5% of the account value, billed monthly or quarterly. Financial planning fees are separate and can be fixed ($1,500 to $5,000) or hourly ($175 to $250 per hour). Advisory services for individuals require a $100,000 account minimum, but this may be waived at Daybright's discretion.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

9350 South Dixie Highway, Suite 1560, Miami, FL, 33156

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Daybright Advisory Services, INC.
July 2025 - Present · 6 mos
Ingham Retirement Group
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
Sun Creek Holdings LLC
June 2015 - February 2019 · 3 yrs 8 mos
1st Discount Brokerage, INC.
September 2009 - May 2010 · 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.