Nurdin Jesani
Nurdin Jesani is a CFP-designated registered investment advisor at Neil Jesani Wealth Management, based in Sunrise, FL, with 4 years of industry experience. Nurdin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 95 clients with $190M 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 are negotiable at the sole discretion of the advisor. In limited circumstances, a fixed annual management fee of up to 1.80% may be charged.
Fee Estimator
Location
1301 International Parkway, Suite 550, Sunrise, FL, 33323
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 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
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
More Advisors
- James Debevec, CFANeil Jesani Wealth Management
- Karl Miranda, CFPJ.P. Morgan Securities LLC
- Ehab Abdalla, CFPEagle Strategies LLC
- David Ray, ChFCEagle Strategies LLC
- Jose Martin, CFPLifecraft Wealth Management
- Kimberly Deprospero, CFPIfg Advisory, LLC