Nitai Chokshi is a registered investment advisor at Chokshi & Queen Wealth Advisors, based in San Diego, CA. Nitai 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, Investment Management, and 2 more. Their firm serves 682 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CQ Wealth Advisors offers investment management services where they create and manage a portfolio for you. The annual fee will not exceed 1.00% of the value of your account, billed quarterly in advance. Fees are negotiable. They also offer Comprehensive Portfolio Management, which includes asset management and financial planning, with an annual fee not exceeding 1.50%, billed quarterly in advance. For clients using third-party managers, these fees are in addition to the third-party manager's fees.
Location
4510 Executive Drive, Suite 203, San Diego, CA, 92121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nitai is an Assurance Partner at Nitai & Company Financial Group, providing audit/accounting services. This non-investment related activity takes about a quarter of his time, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Chokshi & Queen Wealth Advisors
State Registrations1 state
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