TrueAdvisor
TrueAdvisor
JS
JS

Jeffrey Schiller

Bfc Planning, INC.
43 Years of Experience
Plano, TX
5 DisclosuresBroker
View SEC Summary
View SEC Summary

Jeffrey Schiller is a registered investment advisor at Bfc Planning, INC., based in Plano, TX, with 43 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 11,448 clients with $3.8B in assets under management.

Bfc Planning, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
11,448 clients
Average Client Portfolio
$336K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum allowable annual fee is 2.5% across most asset management programs. Actual fees are negotiable and vary by representative and platform. Specific sub-adviser and program fees apply depending on the chosen platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Plano, TX

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 1993
Settled
Customer Dispute
June 1993
Settled
Customer Dispute
January 1993
Settled
Customer Dispute
December 1992
Settled
Customer Dispute
July 1991
Settled
View Full SEC ReportHow to Read Disclosures
Other 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.
June 2012 - Present · 14 yrs 4 mos
Berthel, Fisher & Company Financial Services, INC.Broker
June 2012 - Present · 14 yrs 4 mos
Previous Registrations
Milkie/ferguson Investments, INC.
January 2008 - June 2012 · 4 yrs 5 mos
Milkie/ferguson Investments, INC.Broker
January 1998 - June 2012 · 14 yrs 5 mos
Solomon & Assoc., INC.Broker
May 1995 - January 1998 · 2 yrs 8 mos
Rauscher Pierce Refsnes, INC.Broker
April 1992 - July 1993 · 1 yr 3 mos
Prudential Securities IncorporatedBroker
September 1983 - April 1992 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1981 - September 1983 · 1 yr 10 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Plano, TX →All financial advisors in Texas →