Jay Gokhale is a CFP-designated registered investment advisor at Maslow Wealth Advisors, based in Austin, TX, with 7 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 395 clients with $2.8B 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.20% |
A minimum of $1,000,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances. Discounts may be offered to family members and friends of associated persons of our firm.
Fee Estimator
Location
12117 Bee Caves Rd Bldg. 3, Suite 140, Austin, TX, 78738
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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 →Employment History
Current Registrations
Maslow Wealth Advisors
Previous Registrations
Bbr Partners, LLC
Durbin Bennett Private Wealth Management, LLC
Redbud Advisors
Adviceperiod, LLC
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.