Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Blended fees are calculated by assessing percentage rates to the market value of the account using predefined asset levels. Minimum quarterly fee of $1,250.
Fee Estimator
Contact
Mitchell Jeffrey Metz
Location
30 S. 17th Street, Ste 1620, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rtd Financial Advisors INC
Previous Registrations
Pinnacle Financial Advisors, LLC
State Registrations2 states
Exams
Additional Information
Jeff, a native of Cherry Hill, has lived in Lower Merion Township outside of Philadelphia with his wife and three children since 1995. Jeff graduated from Case Western Reserve University with a degree in Chemical Engineering and began his career in financial and energy usage analysis at Diamond Shamrock in Dallas, Texas. While in Dallas, he became interested in using the principles of corporate finance in personal financial planning and investment analysis. Jeff later moved back to the Philadelphia area where he started his own financial planning firm. He became a Certified Financial Planner. Jeff has a Master in Taxation degree from Villanova University. In his free time, he enjoys working out at the gym, biking, swimming and being with his family.