Jeffrey Seltzer
Jeffrey Seltzer is a registered investment advisor at Centaurus Financial, INC., based in Lauderdale by the Sea, FL, with 34 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
275 Commercial Blvd., Suite #200, Lauderdale by the Sea, FL, 33308
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other Business ActivitiesSells Insurance
Jeffrey is the President of Gold Coast Wealth Management, a DBA for branding purposes only. He also holds a real estate broker license, though he is not actively selling real estate, and is the President of Seltzer & Company, Inc., a Florida Blue health insurance agency, where he performs administrative duties, spending a few hours per week.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 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.