Jhanti Financial provides financial advisory, portfolio management, and investment advisory services to individuals, small businesses, and high-net-worth individuals. Jhanti Financial also offers educational seminars and workshops tailored to low- to middle-income individuals and distributes newsletters. The firm tailors investment advice to each client's individual objectives and risk tolerance.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Jhanti Financial charges a percentage of your portfolio value annually for portfolio management services. The annual fee is 3.00% of your net worth. Fees can be charged annually or quarterly at your discretion. There is also a $1000 annual fee for clients with a net worth less than $30,000.
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