Vedant Mimani is a registered investment advisor at Fortuna Investors LLC, based in Jupiter, FL, with 12 years of industry experience. Vedant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 54 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
13641 159th St N, Jupiter, FL, 33478
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Vedant is the Vice President, Treasurer, and Officer of FOSPE Inc, a charitable foundation supporting a local elementary school, dedicating minimal time to it. Vedant is also the Manager of VKM Sidecar LLC, an entity through which he is paid by Fortuna Investors, spending minimal time on it as well.
Employment History
Current Registrations
Fortuna Investors LLC
Previous Registrations
Atyant Capital Management LTD
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.