Amol Desai is a CFA-designated registered investment advisor at Perceptive Wealth Advisors LLC, based in Houston, TX, with 6 years of industry experience. Amol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 11 clients with $5.7M 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 $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable at the advisor's discretion.
Fee Estimator
Contact
Amol Desai
Location
5444 Westheimer, Suite 1000, Houston, TX, 77056
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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
Amol is a consultant with K Carpenter Associates Inc., dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Perceptive Wealth Advisors LLC
State Registrations1 state
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
Additional Information
In addition to being Fee-only, Independent and Fiduciary advisors, our advice is always guided by our values: Service, Diligence, Humility, Learning, and Living with Purpose.