Neil Jesani Wealth Management offers investment advisory services, managing portfolios based on client objectives using a tactical allocation strategy. They may use various securities and alternative investments. The firm also provides financial planning services, including retirement planning, tax optimization, and estate planning. For some clients, they may refer fixed income research and transaction services to unaffiliated broker-dealers or allocate a portion of the portfolio to unaffiliated sub-advisors.
Assets Under Management$130M
Clients69
Advisors5
Avg. per Client$1.8M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $3.0M | 1.70% |
| $3.0M - $6.0M | 1.60% |
| $6.0M - $25.0M | 1.50% |
| $25M+ | 1.20% |
Fees may be negotiable. A fixed annual management fee of up to 1.80% may be charged in certain circumstances. In the aggregate, the annual asset-based fees for the sub-advisory account strategy may be as high as 2.425%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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