Vaishali Desai is a registered investment advisor at Desai Wealth LLC, based in San Jose, CA. Vaishali operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Desai Wealth's investment management fee ranges from 1.00% to 2.00% annually, based on the scope and complexity of services, the level of assets managed, and the overall relationship. Fees are calculated based on the market value of assets under management at the end of the prior calendar quarter and are paid quarterly. Desai Wealth may also charge performance-based fees to qualified clients, up to 20% of gains above a high-water mark.
Location
6203 San Ignacio Avenue, Suite 110, San Jose, CA, 95119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vaishali works as a pilates instructor at LA Fitness, dedicating about 10-20% of her time. This activity is not investment-related.
Employment History
Current Registrations
Desai Wealth LLC
State Registrations1 state
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