Ahmeti Wealth Management is an investment management and financial planning firm based in Dallas, Texas, founded by Jetmir Ahmeti. Ahmeti Wealth Management provides personalized portfolio management and financial planning services tailored to individual client goals, risk tolerance, and time horizons. The firm creates custom investment strategies using fundamental analysis, macroeconomic research, and asset allocation while maintaining the authority to make trades without asking first. Ahmeti Wealth Management serves individuals, high-net-worth clients, corporations, and employer-sponsored retirement plans. In addition to investment advisory services, the founder is a licensed insurance agent and real estate broker, offering outside products that may involve commissions and potential conflicts of interest.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are paid monthly in advance and are negotiable. All client assets are held by Altruist Financial, LLC.