Neil Jesani Wealth Management's Form ADV discloses 1.80% on the first $1 million, 1.70% on the next $2 million, 1.60% on the next $3 million, 1.50% on the next $19 million, and 1.20% on assets above $25 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #322345), Neil Jesani Wealth Management is subject to fiduciary duty under federal law.
Neil Jesani Wealth Management is headquartered in SUNRISE, FL.
Neil Jesani Wealth Management serves 74 high-net-worth clients according to their SEC filing dated August 18, 2026. View client details ↓
According to their SEC Form ADV, Neil Jesani Wealth Management offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Neil Jesani Wealth Management manages $194 million in client assets according to their SEC filing dated August 18, 2026.
According to their SEC Form ADV, Neil Jesani Wealth Management serves high-net-worth individuals and institutional clients. View client details ↓