James Debevec is a CFA-designated registered investment advisor at Neil Jesani Wealth Management, based in Sunrise, FL, with 1 years of industry experience. James 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 →Other Business Activities
James works as a Senior Financial Advisor for Neil Jesani Advisors Inc., a tax and accounting business, since March 2024. He dedicates minimal time to this role and is an employee for payroll and benefits only.
Employment History
Current Registrations
Neil Jesani Wealth Management
State Registrations3 states
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