Neil Jesani Wealth Management manages investment portfolios and offers comprehensive financial planning services for individuals, families, trusts, and business owners. The firm uses a tactical allocation strategy focused on reducing risk and seeking performance, incorporating traditional investments, alternative assets, and various tactical adjustments. Alongside investment management, Neil Jesani Wealth Management provides holistic financial planning covering retirement, taxes, cash flow, estate planning, employee benefits, and insurance. The firm operates on a discretionary basis, meaning they make trades on your behalf according to your agreed-upon goals and risk profile.
Fee Structure
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 are negotiable at the sole discretion of the advisor. In limited circumstances, a fixed annual management fee of up to 1.80% may be charged.