Jeffrey Biernat
Jeffrey Biernat is a registered investment advisor at Gwynedd Wealth Partners, LLC, based in Plymouth Meeting, PA, with 26 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 55 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gwynedd Wealth Partners charges a percentage of your portfolio annually.
- First $10 million - 0.50% to 2.00%
- Above $10 million - Negotiable
The final fee schedule is documented in the Investment Advisory Contract. Fees are paid either monthly in advance, quarterly in advance, or quarterly in arrears depending on the custodian utilized.
Location
600 W. Germantown Pike, Suite 400, Plymouth Meeting, PA, 19462-2115
Get directionsHistory
Regulatory History (1)
Regulatory
December 2014Other Business ActivitiesSells Insurance
Jeffrey is licensed to sell life insurance and fixed annuities as an independent agent. He dedicates a few hours per week to this endeavor.
Employment History
Current Registrations
Gwynedd Wealth Partners, LLC
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.
Sei Investments Distribution CO.Broker
Citicorp Investment ServicesBroker
Citicorp Financial Services,inc.Broker
Landmark Brokerage Services, INC.Broker
Empire National Securities, IncorporatedBroker
Murphey Favre, INC.Broker
Gilford Securities IncorporatedBroker
State Registrations1 state
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.