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, High Net Worth, and 4 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 fee or flat fee based on various criteria such as anticipated future earnings, additional assets, account composition, and negotiations.
Fee Estimator
Contact
Jeffrey Waters
Location
1200 Morris Tpke, Suite 3005, Short Hills, NJ, 07078
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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
Ofc Wealth Management
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.
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.
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