Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AIA is paid fees pursuant to a contract that it and/or an affiliate has entered into with a State Administrator. The fee paid to AIA and its affiliates is based on a percentage of the value of the underlying Plan assets under administration by the Firm, unless otherwise contractually agreed to by the relevant parties. This fee includes AIA’s advisory services as well as other services provided by the Firm and/or its affiliates, including recordkeeping and program administration services conducted outside the scope of AIA.
Areas of Practice
Advisor Information
Office location
Berkeley, CA
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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 employed by Newport Group Inc., the parent company of the member firm, and is an affiliate of the member firm. As part of his job responsibilities, Jeffrey may offer insurance products through the firm or its affiliates.