Neelesh Champaneri is a CFA, CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Campbell, CA, with 9 years of industry experience. Neelesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 11,934 clients with $11B 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. Eligible first responder and military households receive a discounted rate of 1.25% on the first tier ($0-$499,999).
Fee Estimator
Location
2105 S. Bascom Ave., Suite 110, Campbell, CA, 95008
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 Activities
Neelesh works as an independent contractor for Tegus Expert Networks, providing expert consulting. He dedicates minimal time to this activity, participating in consulting calls to provide perspective on new products or practices.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Wade Financial Advisory, INC.
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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