Sheri Janelle Messer

Fefa Financial

5 Years of Experience

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Firm Information

Fefa Financial

Compensation

Fee-Only (AUM)

Number of Advisors

20 advisors

Number of Clients

1,494 clients

Average Client Portfolio

$197K average

Assets Under Management

$294.8M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.25%
$250K - $1.3M	1.00%
$1.3M - $2.3M	0.75%
$2.3M+	0.50%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$250

The firm charges an annual fee based on assets under management. Estate planning services are included for portfolio management clients. For non-portfolio management clients, estate planning services are a flat $250 fee. The annual fee for retirement plan advisory services is up to 0.50% of plan assets and is negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth

Advisor Information

Office location

2002 Cove Lane, North Palm Beach, FL, 33408

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Regulatory History (1)

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