Jyote Patel is a registered investment advisor at Harbor Wealth Management, based in Fort Lauderdale, FL, with 9 years of industry experience. Jyote operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 19 clients with $6.7M 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 $350K | 2.00% |
| $350K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are for the Platinum package. Gold package fees are: First $350,000 (1.75%), $350,001 - $500,000 (1.30%), $500,001 - $1,000,000 (1.10%), $1,000,001 - $2,000,000 (0.90%), $2,000,001 - $3,000,000 (0.70%), $3,000,001 - $5,000,000 (0.45%), Above $5,000,000 (0.23%). Silver package fees are: First $350,000 (1.50%), $350,001 - $500,000 (1.20%), $500,001 - $1,000,000 (1.00%), $1,000,001 - $2,000,000 (0.80%), $2,000,001 - $3,000,000 (0.65%), $3,000,001 - $5,000,000 (0.40%), Above $5,000,000 (0.21%).
Fee Estimator
Location
Fort Lauderdale, FL
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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
Jyote is involved with Create A Bela Life Coaching, focusing on well-being and empowerment life coaching since 2013. This activity takes about 10-20% of Jyote's time and is not investment-related.
Employment History
Current Registrations
Harbor Wealth Management
State Registrations3 states
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