Jay Patel is a CFA-designated registered investment advisor at Ahara Advisors, based in Jersey City, NJ, with 2 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 55 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee charged for portfolio management will not exceed 1% per annum. Fees are negotiable.
Fee Estimator
Location
201 Montgomery St, Ste 263, Jersey City, NJ, 07302
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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
Ahara Advisors
Previous Registrations
Bofa Securities, INC.Broker
State Registrations1 state
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