Michael Jaffee
Michael Jaffee is a registered investment advisor at The Jaffee Financial Group, INC., based in Cooper City, FL, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If Jaffee Financial Group manages your investments, the annual fee ranges from 0.50% to 2% of the account value, depending on the size and complexity. This fee is negotiable and paid at the beginning of each quarter.
Location
9720 Stirling Road, Suite 212, Cooper City, FL, 33024
Get directionsHistory
Regulatory History (1)
Regulatory
December 2019Other Business ActivitiesSells Insurance
Michael is the president, 100% shareholder, and employee of Michael S. Jaffee, CPA, PA, an accounting firm. He spends about 60% of his time on the accounting practice, with the remaining time dedicated to his investment advisory role and insurance sales. Michael is also the managing member and 100% owner of JFG Realty, LLC, spending minimal time on bookkeeping for the rental unit.
Employment History
Current Registrations
The Jaffee Financial Group, INC.
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.