Brandon Judas is a registered investment advisor at Neil Jesani Wealth Management, based in Sunrise, FL, with 8 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 69 clients with $130M 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 | 1.80% |
| $1.0M - $3.0M | 1.70% |
| $3.0M - $6.0M | 1.60% |
| $6.0M - $25.0M | 1.50% |
| $25M+ | 1.20% |
Fees may be negotiable. A fixed annual management fee of up to 1.80% may be charged in certain circumstances. In the aggregate, the annual asset-based fees for the sub-advisory account strategy may be as high as 2.425%.
Fee Estimator
Location
1301 International Parkway, Suite 550, Sunrise, FL, 33323
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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
Neil Jesani Wealth Management
Previous Registrations
Singer Wealth Advisors LLC
Singer Wealth Advisors INC.
Investacorp, INC.Broker
Ameritas Investment CORP.Broker
State Registrations3 states
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