Desai Wealth offers investment advice to individuals, high net worth individuals, endowments, foundations, and government entities. Desai Wealth provides customized investment solutions, working with clients to identify their goals, risk tolerance, and financial situation. Desai Wealth constructs portfolios primarily consisting of individual stocks, ETFs, and low-cost mutual funds. Desai Wealth also offers financial planning services covering investment planning, retirement planning, personal savings, and education savings.
Fee Structure
Desai Wealth's investment management fee ranges from 1.00% to 2.00% annually, based on the scope and complexity of services, the level of assets managed, and the overall relationship. Fees are calculated based on the market value of assets under management at the end of the prior calendar quarter and are paid quarterly. Desai Wealth may also charge performance-based fees to qualified clients, up to 20% of gains above a high-water mark.