Jeffrey Waters is a CFP-designated registered investment advisor at Ofc Wealth Management, based in Short Hills, NJ, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 99 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
OFC Wealth Management may charge a lesser investment advisory fee and/or charge a flat fee based upon certain criteria.
Fee Estimator
Contact
Jeffrey Waters
Location
Short Hills, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ofc Wealth Management
State Registrations1 state
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Exams
Additional Information
I have a B.A. in Economics from Yale University and an MBA from Stanford University. I teach the Investments section of the Certificate Program in Financial Planning at NYU. I also sit on the Board of Education of the Millburn Township Public Schools, one of the nation's top public school districts, where I am Chairman of the Finance Committee. I am married with two children.