Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Financial planning fees are based on an hourly rate (up to $500/hour) or a fixed fee. Annual planning retainer fees are based on 2/10 of 1% of the client's estate or business's gross value, with a $250 minimum annual fee. A one-time set-up fee ($250-$50,000) may be required. Investment management fees are based on a percentage of assets under management. Managed accounts may be subject to a $15/quarter account maintenance fee for accounts valued lower than $75,000. SFC requires a minimum of $250,000 to open and maintain an advisory account, but this may be waived.
Areas of Practice
Advisor Information
Office location
427 N. Pine Street, Suite B, Deridder, LA, 70634
Get directionsRegulatory History (1)
Employment Separation After Allegations
March 2017Other Business ActivitiesSells Insurance
Jeffery is involved in several business activities, including real estate rental, serving as an alderman for the Town of Rosepine, and operating as a registered investment advisor under multiple DBAs. He also dedicates a significant portion of his time to insurance-related activities and owns a honey farm and fruit orchard with his wife.