Neil Jesani Wealth Management
Assets Under Management
$125.9M
Number of Clients
69
Number of Advisors
4
Average Client AUM
$1.8M
AUM per Advisor
$31.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Neil Jesani Wealth Management provides fee-based investment advisory services and comprehensive financial planning. They practice custom portfolio management on a discretionary basis, using a tactical allocation strategy. Financial planning services include retirement planning, tax optimization, cash flow analysis, and estate planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $3.0M | 1.70% |
| $3.0M - $6.0M | 1.60% |
| $6.0M - $25.0M | 1.50% |
| $25M+ | 1.20% |
Fees may be negotiated.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). For example, a $6 million account fee would be calculated quarterly as follows: ($ 1 million x 1.80%) + ($ 2 million x 1. 70%) + ($3 million x 1.60%) = ($18,000 + $34,000 + $ 48,000) / 4 = $25,000 quarterly fee. Fees may be negotiable. Some clients will contract to have comprehensive financial planning services provided based on an hourly fee. The Advisor’s hourly fee will be billed at a rate of $250 per hour.
Areas of Practice
Location
1301 International Parkway, Suite 550, Sunrise, FL, 33323