Nilesh Nanavati is a CFA-designated registered investment advisor at Strong Bridge Advisors LLC, based in Fair Lawn, NJ, with 5 years of industry experience. Nilesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 72 clients with $64M 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 $2.5M | 1.50% |
| $2.5M+ | 1.25% |
Fees are negotiable based on account size, portfolio complexity, and prior relationships. Qualified clients may alternatively be charged a 25% performance fee on profits above a 4% hurdle rate.
Fee Estimator
Location
Fair Lawn, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Nilesh is a partner at Financial Technology Solutions LLC, a consulting business. This non-investment related activity takes about half of his time.
Employment History
Current Registrations
Strong Bridge Advisors LLC
State Registrations1 state
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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