| Assets Under Management | 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 may be negotiated at the sole discretion of the Advisor.
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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 →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.