Jeffrey Geraci
Jeffrey Geraci is a registered investment advisor at Ausdal Financial Partners, INC., based in Virginia Beach, VA, with 36 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,402 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ausdal Financial Partners offers several investment management programs. Fees vary depending on the program and custodian.
Advisor Managed Account (AMP): Fees are negotiated with your advisor, with a maximum annual fee of 3%. Wrap accounts include all transaction costs, while non-wrap accounts charge separately for advisory services and transactions.
Third Party Managed Accounts (SMA/UMA): Fees consist of an Investment Advisor Representative Fee, a Platform Fee (0.11% to 0.28%), and a Manager Fee (0% to 0.80%).
Retirement Plan Advisory Program: Maximum annual fee of 3%. Fees can be a fixed percentage or tiered based on account assets.
Held Away Accounts (Pontera): Maximum advisory fee of 1.5% of account assets. Fees must be deducted from an alternate advisory account or billed directly to the client.
Location
2360 Great Neck Circle, Virginia Beach, VA, 23454
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2012Regulatory
November 2011Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Jeffrey is the owner/financial consultant for Mission Critical FPI since 2020, dedicating nearly full-time hours to this activity. He also works as an insurance sales agent since 1988, spending about a quarter of his time advising clients on insurance products, and is president of Jeffrey S Geraci, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Intervest International Equities CorporationBroker
Intervest International, INC.
Micg Investment Management, LLCBroker
Micg Investment Management
Fisher Investments
Infinex Investments, INC.
Infinex Investments, INC.Broker
Bi Investments, LLC
Bi Investments, LLCBroker
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations22 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.