Munish Jain is a registered investment advisor at Propel Private Wealth LLC, based in Manhattan Beach, CA. Munish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 4 more. Their firm serves 3 clients with $2.8M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.35% |
Fees are negotiable. Third-party manager fees may be in addition to these advisory fees.
Fee Estimator
Location
Manhattan Beach, CA
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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 →Employment History
Current Registrations
Propel Private Wealth 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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