Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial plans range from $800 to $2,500, negotiable based on complexity. Retainer agreements range from $1,200 to $5,000 annually, also negotiable. Investment management fees are either a scaled rate or a flat 2% of assets under management. Hourly planning agreements range from $200 to $250 per hour. Fees are negotiable, but will not exceed 3% of assets under management per year.
Areas of Practice
Advisor Information
Office location
Buffalo, NY
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Customer Dispute
February 2023Other Business ActivitiesSells Insurance
Jeffrey is involved in several outside business activities, including consulting/driving for a flower shop, selling non-variable insurance products, and serving as a managing partner for a financial services compliance consulting firm. He also holds compliance roles at MHA Financial Corp and Four Points Capital Partners, and is involved with Trinity Episcopal Church, the Center for Glass & Light, and the Episcopal Diocese of WNY.