Ahmeti Wealth Management, LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$3.2M
Clients21
Advisors1
Avg. per Client$150K
Avg. per Advisor$3.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are paid monthly in advance and are negotiable. All client assets are held by Altruist Financial, LLC.

Fee Estimator
Your Portfolio Value
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Location

1 Advisors at this firm

Ahmeti Wealth Management, LLC - Fees, AUM & Advisors | TrueAdvisor