Rania Jawde is a CFP-designated registered investment advisor at Palm Wealth Partners, based in Boca Raton, FL, with 13 years of industry experience. Rania operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 696 clients with $180M 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 | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees for accounts over $5 million are negotiable. The breakpoint fee applies to all assets in the portfolio.
Fee Estimator
Location
7100 W Camino Real, Ste 302-1/44, Boca Raton, FL, 33433
Get directionsHistory
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 ActivitiesSells Insurance
Rania sells insurance through various carriers. She also dedicates minimal time to roles such as secretary for a homeowner's association, member of Soroptimist International, member of Boca Mastermind Group, and executor of a family member's trust.
Employment History
Current Registrations
Palm Wealth Partners
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Metlife Securities 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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