NJ
CFP
NJ
CFP

Nurdin Hasambhai Jesani

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
69 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$125.9M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.80%
$1.0M - $3.0M1.70%
$3.0M - $6.0M1.60%
$6.0M - $25.0M1.50%
$25M+1.20%

Fees may be negotiated at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1301 International Parkway, Suite 550, Sunrise, FL, 33323

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Nurdin is the owner and CEO of Neil Jesani Advisors, Inc., providing tax, accounting, and non-investment related financial advisory services, dedicating nearly full-time hours to this role. He is also the owner and CEO of Beamalife Corporation, an insurance agency, and an independent insurance producer, but reports spending no time on these activities.

Employment History
Current Registrations
Neil Jesani Wealth Management
September 2022 - Present · 3 yrs 5 mos
State Registrations6 states
CAFLGAILNJTX
Advisor
Exams
No exam information available for this advisor.
Nurdin Hasambhai Jesani - Financial Advisor | TrueAdvisor