Preeti Shah
Preeti Shah is a CFP-designated registered investment advisor at Enlight Financial LLC, based in Manalapan, NJ, with 13 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 24 clients with $22M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable. Minimum annual fee of $5,000 may apply if investment management fees are less than $5,000.
Fee Estimator
Location
Manalapan, NJ
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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 →Other Business Activities
Preeti is an author and publisher of a spirituality book, runs an online yellow pages for the Indian community, and leads an entrepreneurial mentorship group. She also occasionally prepares tax returns for other firms during tax season, dedicating about 60% of her time to this from January to April.
Employment History
Current Registrations
Enlight Financial LLC
Previous Registrations
Enlight Financial LLC
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Cetera Advisors LLCBroker
Cetera Advisors LLC
LPL Financial Corporation
LPL Financial 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.