Jeffery Gosen
Jeffery Gosen is a ChFC-designated registered investment advisor at Founders Financial Securities, LLC, based in Saginaw, MI, with 37 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,021 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FFS offers several investment management programs. Fees are determined separately for each account and are negotiable, based on factors like assets under management, account structure, and services provided. Fees are generally a percentage of assets under management and can be charged quarterly or monthly, in advance or arrears.
Independence Advisory accounts typically do not exceed 2.50% annually. The Managed Portfolio Program has a fee of 1.65% annually. FCMS Private Wealth Solutions fees do not exceed 1.70% of the first $1,000,000 and 1.40% thereafter, annually. Nationwide Variable Annuity fees do not exceed 1.50% annually.
Some programs have minimum account balances and additional custodial fees that could result in an effective rate greater than the stated percentage.
Location
55 Harrow Lane, Suite 3A, Saginaw, MI, 48638
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2010Employment Separation After Allegations
August 2009Customer Dispute
March 2001Other Business ActivitiesSells Insurance
Jeffery is an insurance agent under Gosen Investments, LLC, dedicating full-time hours to this role. He is also a joint owner of a family farm, but this activity is not investment-related and requires no time commitment.
Employment History
Current Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Previous Registrations
Pruco Securities, LLC.Broker
The Prudential Insurance Company of AmericaBroker
State Registrations5 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.