Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual maximum fee for the Strategic Wealth Management II Wrap Fee Program is 2.50%. There is no minimum account size. Fees are negotiable based on client type, complexity, account composition, potential deposits, and total assets under management. Financial planning and consulting services are also offered.
Areas of Practice
Advisor Information
Office location
20 Montchanin Road, Suite 270, Greenville, DE, 19807
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 Activities
Jeffrey is associated with Investment Management & Planning, LLC as a registered investment advisor since 2015, dedicating full-time hours to this role. He also has a DBA, MacDonald Wealth Advisors, LLC, for tax purposes only.