Jeffrey Kitzberger
Jeffrey Kitzberger is a registered investment advisor at Stratos Wealth Partners, LTD, based in Beachwood, OH, with 40 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
25201 Chagrin Blvd., Suite 375, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2009Customer Dispute
November 1994Other Business ActivitiesSells Insurance
Jeffrey is a non-profit board member, an IAR with Stratos Wealth Partners, and owns rental real estate. He also operates under several DBAs related to his LPL business and sells various insurance products, dedicating a significant portion of his time to these activities.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Everen Securities, INC.Broker
Mutual Service CorporationBroker
B.C. Christopher Securities CO.Broker
Daley Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations17 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.