Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Personal Wealth Management fees range from $1,500 to $30,000 per quarter, based on total wealth under advisement and complexity. Employer Retirement Plan fees vary depending on the plan type and assets. Investment Management fees for Trusts and Non-Profits are also tiered based on assets. Investment Consulting fees for Trusts and Non-Profits are flat amounts based on asset tiers, subject to a minimum fee of $6,250 per quarter and minimum assets of $5,000,000. Fees are exclusive of brokerage commissions and other related costs.
Areas of Practice
Advisor Information
Office location
30 S. 17th Street, Ste 1620, Philadelphia, PA, 19103
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Mitchell Jeffrey MetzRegulatory 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
Rtd Financial Advisors INC
Previous Registrations
Pinnacle Financial Advisors, LLC
State Registrations2 states
Exams
Additional Information
Jeff, a native of Cherry Hill, has lived in Lower Merion Township outside of Philadelphia with his wife and three children since 1995. Jeff graduated from Case Western Reserve University with a degree in Chemical Engineering and began his career in financial and energy usage analysis at Diamond Shamrock in Dallas, Texas. While in Dallas, he became interested in using the principles of corporate finance in personal financial planning and investment analysis. Jeff later moved back to the Philadelphia area where he started his own financial planning firm. He became a Certified Financial Planner. Jeff has a Master in Taxation degree from Villanova University. In his free time, he enjoys working out at the gym, biking, swimming and being with his family.