James Debevec is a CFA-designated registered investment advisor at Neil Jesani Wealth Management, based in Sunrise, FL, with 2 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 95 clients with $190M 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 are negotiable at the sole discretion of the advisor. In limited circumstances, a fixed annual management fee of up to 1.80% may be charged.
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 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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