Matthew Boswell is a registered investment advisor at Neil Jesani Wealth Management, based in Sunrise, FL, with 12 years of industry experience. Matthew 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
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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 →Employment History
Current Registrations
Neil Jesani Wealth Management
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Northern Trust Securities, INC
Northern Trust Securities, INC.Broker
Mb TradingBroker
Ally Invest Securities LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Vfinance Investments, INCBroker
National Planning CorporationBroker
Tradestation Securities, INC.Broker
E*trade Securities LLCBroker
National Securities CorporationBroker
Fordham Financial Management, INC.Broker
State Registrations2 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
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