Anita Patel is a CFA-designated registered investment advisor at Bravias Financial, based in Iselin, NJ, with 21 years of industry experience. Anita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 407 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $2.0M | 1.40% |
| $2M+ | 1.30% |
Fees may be negotiable.
Fee Estimator
Location
33 Wood Avenue South, 6th Floor, Iselin, NJ, 08830
Get directionsHistory
Regulatory History
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
Anita is involved in three outside business activities. She works as a management consultant, teaches financial education workshops, and is an independent insurance agent for various companies, dedicating minimal time to each activity.
Employment History
Current Registrations
Bravias Financial
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Carlin Equities CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.