Nurdin Jesani is a CFP-designated registered investment advisor at Neil Jesani Wealth Management, based in Sunrise, FL, with 3 years of industry experience. Nurdin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 69 clients with $130M 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 $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 negotiable. A fixed annual management fee of up to 1.80% may be charged in certain circumstances. In the aggregate, the annual asset-based fees for the sub-advisory account strategy may be as high as 2.425%.
Fee Estimator
Location
1301 International Parkway, Suite 550, Sunrise, FL, 33323
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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 ActivitiesSells Insurance
Nurdin is the owner and CEO of Neil Jesani Advisors, Inc., providing tax, accounting, and non-investment related financial advisory services, dedicating nearly full-time hours to this role. He is also the owner and CEO of Beamalife Corporation, an insurance agency, and an independent insurance producer, but reports spending no time on these activities.
Employment History
Current Registrations
Neil Jesani Wealth Management
State Registrations6 states
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