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Shakeel Dewji
25 Years of Experience
Naples, FL
2 Disclosures
Shakeel Dewji is a registered investment advisor at Aurora Investment Managers, LLC, based in Naples, FL, with 25 years of industry experience. Shakeel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 200 clients with $360M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
200 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$358.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $8.0M | 0.60% |
| $8M+ | 0.40% |
Fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4850 Tamiami Trail N, Suite 301, Naples, FL, 34103
Get directionsHistory
Regulatory History (2)
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Regulatory
July 2015Final
Employment Separation After Allegations
February 2008Employment History
Current Registrations
Aurora Investment Managers, LLC
February 2008 - Present · 18 yrs 3 mos
Previous Registrations
Boston Advisors, LLC
June 2006 - May 2008 · 1 yr 11 mos
Boston Advisors, INC.
June 2004 - June 2006 · 2 yrs
Advest, INC.Broker
February 2001 - April 2006 · 5 yrs 2 mos
Quick & Reilly, INC.Broker
September 2000 - January 2001 · 4 mos
Fis Securities, INC.Broker
May 2000 - September 2000 · 4 mos
State Registrations4 states
FLLAMATX
Advisor
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
No exam information available for this advisor.