Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees range from 0.20% to 1.15% annually, based on factors like service complexity, asset level, and the overall client relationship. Fees are calculated quarterly based on the market value of assets under management. The first quarter's fee is prorated. Fees are negotiable at the advisor's discretion. These fees do not include custody and securities execution fees charged by the custodian, or expenses charged by mutual funds and ETFs.
Areas of Practice
Advisor Information
Office location
219 Founders Park Drive, Suite 4, Rapid City, SD, 57701
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 is involved with Seacrest Wealth Management and Seacrest Investment Management, providing investment advisory services. He also serves as co-managing partner at Black Hills WM LLC and is an insurance agent with PKS Financial Services, incorporating insurance products into financial plans, and dedicates about a quarter of his time to this.