Nimai Chokshi
Nimai Chokshi is a registered investment advisor at Chokshi & Queen Wealth Advisors, based in San Diego, CA, with 21 years of industry experience. Nimai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 682 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CQ Wealth Advisors offers investment management services where they create and manage a portfolio for you. The annual fee will not exceed 1.00% of the value of your account, billed quarterly in advance. Fees are negotiable. They also offer Comprehensive Portfolio Management, which includes asset management and financial planning, with an annual fee not exceeding 1.50%, billed quarterly in advance. For clients using third-party managers, these fees are in addition to the third-party manager's fees.
Location
4510 Executive Drive, Suite 203, San Diego, CA, 92121
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Regulatory History (2)
Customer Dispute
November 2008Customer Dispute
November 2006Other Business ActivitiesSells Insurance
Nimai is a financial advisor with Chokshi & Queen Wealth Advisors, focusing on fixed insurance, securities, and investment sales and service. Nimai is also an independent insurance agent, dedicating full-time hours to the sales of fixed insurance products.
Employment History
Current Registrations
Chokshi & Queen Wealth Advisors
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
First Investors CorporationBroker
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.