Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients who select the Wrap Fee Option pay a single, all-inclusive fee. The fee ranges from 0.25% to 2.00%. Fees are negotiable at the sole discretion of the Advisor and vary depending upon the complexity of the client situation, scope of the services provided, and experience and expertise of the IAR. Clients should note that the same or similar services to those described above may be available elsewhere at a lower cost to the client.
Areas of Practice
Advisor Information
Office location
101 Normandy Road, Suite 101, Casselberry, FL, 32707
Get directionsRegulatory 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
Jeffrey works as a financial advisor offering securities, variable insurance, and financial planning, dedicating nearly full-time hours to this. He also works as an insurance agent selling fixed insurance, spending about a quarter of his time on this activity.