Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.65% to 1.85% annually, depending on the advisor, client type, and complexity. Fees are negotiable. Financial planning and consulting services are offered at $150-$500 per hour or a fixed fee of $1,500-$100,000, also negotiable. Retirement plan advisory fees range from 0.20% to 1.00% annually or a flat rate between $4,000 and $50,000.
Areas of Practice
Advisor Information
Office location
2955 Pineda Plaza Way, Suite 126, Melbourne, FL, 32940
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 the managing principal of Seniors Financial Planning Asset Management, LLC and an investment adviser representative for Bay Colony Advisory Group, spending most of his time on these advisory businesses. He also works as an insurance agent and owns Seniors Financial Planning Inc. - Insurance Agency, dedicating about 10-20% of his time to insurance-related activities.