TrueAdvisor
TrueAdvisor
SM
SM

Sheri Janelle Messer

Fefa Financial
5 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Fefa Financial
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
1,494 clients
Average Client Portfolio
$197K average
Assets Under Management
$294.8M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $1.3M1.00%
$1.3M - $2.3M0.75%
$2.3M+0.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

2002 Cove Lane, North Palm Beach, FL, 33408

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 1995
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Sheri is a licensed insurance agent.

Employment History
Current Registrations
Fefa Financial
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Ae Wealth Management, LLC
May 2020 - February 2024 · 3 yrs 9 mos
State Registrations3 states
FLIATX
Advisor
Exams
No exam information available for this advisor.