Ketu Desai is a registered investment advisor at I-Squared Wealth Management, INC., based in Totowa, NJ, with 9 years of industry experience. Ketu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 76 clients with $63M 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 $10.0M | 1.50% |
| $10.0M - $20.0M | 1.25% |
| $20.0M - $25.0M | 1.00% |
| $25M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
999 Riverview Drive, Suite 201, Totowa, NJ, 07512
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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
Ketu is a board member for BRW (Saba Capital Income & Opportunities Fund) since 7/2020 and Saba Capital Income & Opportunities Fund II since 2/22/2022, dedicating minimal time to each. Ketu is also an independent board member for ASA Gold and Precious Metals Limited since May 2024, spending minimal time per month.
Employment History
Current Registrations
I-Squared Wealth Management, INC.
State Registrations3 states
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