Jerome Slusiewicz
Jerome Slusiewicz is a registered investment advisor at Pacific Financial Planners, LLC, based in Laguna Niguel, CA, with 37 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 298 clients with $110M 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 $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts of $2,000,000 or more.
Fee Estimator
Location
Laguna Niguel, CA
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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 →Other Business ActivitiesSells Insurance
Jerome is affiliated with Pacific Financial Planners, LLC as a Registered Investment Advisor (RIA) providing portfolio management. He also conducts financial education workshops and seminars, and has been an insurance agent since 1989 selling accident & health, life, and insurance products.
Employment History
Current Registrations
Pacific Financial Planners, LLC
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Horwitz & Associates, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Uboc Investment Services, INC.Broker
Painewebber IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Otra Clearing, INC.Broker
The Stuart-James Company, INC.Broker
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.