BJ
BJ

Brandon Scott Judas

7 Years of Experience
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.

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Employment History
Current Registrations
Neil Jesani Wealth Management
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Singer Wealth Advisors LLC
December 2021 - November 2024 · 2 yrs 11 mos
Singer Wealth Advisors INC.
October 2020 - March 2022 · 1 yr 5 mos
Investacorp, INC.Broker
June 2017 - April 2018 · 10 mos
Ameritas Investment CORP.Broker
May 2015 - May 2017 · 2 yrs
State Registrations3 states
CAFLTX
Advisor
Exams
No exam information available for this advisor.