Lasani Wealth Management is an investment advisory firm founded in March 2026 and based in Kendall Park, New Jersey. The firm provides portfolio management services to individuals and families, tailoring investment strategies to each client's specific goals, risk tolerance, time horizon, and tax situation. Lasani Wealth Management uses fundamental research, technical analysis, quantitative methods, and artificial-intelligence-assisted tools to support its investment process and construct risk-based model portfolios ranging from conservative to aggressive. Client portfolios may include exchange-traded funds, mutual funds, individual stocks, and bonds. The firm requires accounts to be custodied at Altruist Financial LLC for its discretionary management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable depending on the nature of the relationship.