Neeta Balani is a CFA, CFP-designated registered investment advisor at Daybright Advisory Services, INC., based in Miami, FL, with 11 years of industry experience. Neeta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 2,168 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Daybright Advisory Services charges a fee based on the value of your account for investment management services. The fees are negotiable but typically range from 0.05% to 1.5%. In limited circumstances, Daybright may agree to a fixed fee arrangement. Fees are billed monthly or quarterly.
Location
9350 South Dixie Highway, Suite 1560, Miami, FL, 33156
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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
Daybright Advisory Services, INC.
Ingham Retirement Group
Previous Registrations
Sun Creek Holdings LLC
1st Discount Brokerage, INC.
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.