David Gross

Jefferies Investment Advisers offers ongoing financial planning services as part of its annual engagements, which can include periodic reviews of your financial needs, updates to your financial plan, progress tracking, and identification of changes in your situation that impact your goals.

• Standard financial planning services — Typically costs between $1,000 and $10,000 per year, with an overall range of $500 to $50,000 depending on the scope and complexity of your situation.
• Complex high-net-worth planning — Fees can range from $50,000 to $100,000 for relationships with a net worth of $100 million or more.