Milind Dalal
Milind Dalal is a registered investment advisor at Clarity Wealth Advisors, based in San Jose, CA, with 32 years of industry experience. Milind operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 342 clients with $730M 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 $2.0M | 1.25% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable. Family member accounts living in the same household may be combined to reach breakpoints.
Fee Estimator
Location
2160 the Alameda, Suite A, San Jose, CA, 95126
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Milind is an independent contractor in a fixed insurance business since 1993. He is also a member and investor in Casa Blanca Investments, LLC and Statera, LLC, dedicating minimal time to each and not involved in day-to-day activities.
Employment History
Current Registrations
Clarity Wealth Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Prudential Securities IncorporatedBroker
Prudential Financial Planning Services
Pruco Securities, LLC.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.
Exams
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