Jay Desai
Jay Desai is a CFP-designated registered investment advisor at Macro Advisors, INC., based in York, PA, with 37 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 683 clients with $370M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Location
526 Greenbriar Road, York, PA, 17404
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2009Regulatory
November 2002Customer Dispute
March 1995Other Business ActivitiesSells Insurance
Jay is an independent insurance agent selling term life, whole life, long-term care, and disability insurance. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Macro Advisors, INC.
Previous Registrations
Atlas Brokerage Company, L.P.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.