Advisor at Harbor Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Harbor Wealth Management
Location
Fort Lauderdale, FL
Credentials
Series 65
Industry experience
9 years
Jyote Patel is a Series 65-licensed financial advisor with nine years of industry experience, currently practicing at Harbor Wealth Management in Fort Lauderdale, FL. Prior to founding Harbor Wealth Management in 2016, Patel has operated Create A Bela Life Coaching since 2013, offering well-being and empowerment life coaching services. Harbor Wealth Management provides investment management services to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm employs an asset-class allocation strategy with long-term, low-turnover portfolios, utilizing Buckingham’s Structured Investing Advantage program and Dimensional Fund Advisors sub-advised funds, while managing client assets primarily on a non-discretionary basis.
$0 - $350,000: Platinum: 2.00%; Gold: 1.75%; Silver: 1.50% $350,001 - $500,000: Platinum: 1.50%; Gold: 1.30%; Silver: 1.20% $500,001 - $1,000,000: Platinum: 1.25%; Gold: 1.10%; Silver: 1.00% $1,000,001 - $2,000,000: Platinum: 1.00%; Gold: 0.90%; Silver: 0.80% $2,000,001 - $3,000,000: Platinum: 0.75%; Gold: 0.70%; Silver: 0.65% $3,000,001 - $5,000,000: Platinum: 0.50%; Gold: 0.45%; Silver: 0.40% $5,000,001+: Platinum: 0.25%; Gold: 0.23%; Silver: 0.21%
Account minimum: $350,000 Fee-only: Annual fee based on percentage of assets under management as per tiered schedule above; fees are negotiable
Fort Lauderdale, FL
Florida · New Jersey · New York
Harbor Wealth Management
2016 - Present (10 years)
Create A Bela Life Coaching
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Ft. Lauderdale, FL
David Lurch LLC
CFA®, Series 66
Plantation, FL
Envision Asset Management, Inc.
Series 65
Davie, FL
Moore Financial Planning Advisors, LLC
CFP®, Series 63
Davie, FL
Mouly Financial Management, Inc.
CFP®, Series 63, Series 65
Coral Springs, FL
Profitable Financial Strategies
Series 66
Ft. Lauderdale, FL
Wolfson Private Wealth, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")