Jeffrey Schiller
Jeffrey Schiller is a registered investment advisor at Bfc Planning, INC., based in Plano, TX, with 42 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 6,720 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFC Planning offers asset management services through various platforms. Fees are based on the amount of assets managed and can vary depending on the platform and the IAR. The maximum allowable fee is 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may also incur charges from third parties, such as mutual fund expenses and IRA fees. Some platforms have minimum account sizes.
Platforms include:
- Berthel Edge
- BFC Advisory program
- American Funds Direct F-2 Share Class Program
- Institutional RIA Platform
- Variable Annuity/Variable Life Sponsors
- Envestnet’s Managed Account Solutions
- Sub-Advisory Platforms
- Held Away Accounts
Location
Plano, TX
Get directionsHistory
Regulatory History (5)
Customer Dispute
September 1993Customer Dispute
June 1993Customer Dispute
January 1993Customer Dispute
December 1992Customer Dispute
July 1991Other Business Activities
Jeffrey is the Financial VP of Congregation Tiferet Israel, spending minimal time preparing budgets and providing financial advice. He is also the sole proprietor of Schiller Wealth Asset Group, dedicating nearly full-time hours to this investment-related activity.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Milkie/ferguson Investments, INC.
Milkie/ferguson Investments, INC.Broker
Solomon & Assoc., INC.Broker
Rauscher Pierce Refsnes, INC.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.