Nirav Desai is a registered investment advisor at Qubera Wealth Management, based in Pasadena, CA, with 13 years of industry experience. Nirav operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 92 clients with $44M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
225 S. Lake Ave., Suite 300, Pasadena, CA, 91101
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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
Nirav owns four investment properties, two in Greenwood, Indiana (since 2005) and two in Paso Robles, California (since 2021). He spends minimal time on this activity, primarily fielding calls from the property management company.
Employment History
Current Registrations
Qubera Wealth Management
State Registrations3 states
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