Roshan Patel is a registered investment advisor at Jordan Park Group LLC, based in New York, NY, with 5 years of industry experience. Roshan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 229 clients with $23B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Blended annual advisory fees typically range from 0.30% to 0.75% based on the total value of managed assets. Fees are negotiable and may vary based on portfolio size, service complexity, and family office services.
Fee Estimator
Location
1 World Trade Center, Suite 86A, New York, NY, 10007
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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
Roshan is an Administrative Director at Best Western Victor Inn and Suites, a hotel in Victor, NY, since January 2020. He spends minimal time working alongside ownership to evaluate projects.
Employment History
Current Registrations
Jordan Park Group LLC
Previous Registrations
Alesco 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
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