Jeffery Hiestand
Jeffery Hiestand is a registered investment advisor at LPL Enterprise, LLC, based in Hurricane, WV, with 36 years of industry experience. Jeffery is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
2713 Main Street, Hurricane, WV, 25526
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2023Customer Dispute
May 2012Other Business ActivitiesSells Insurance
Jeffery is involved with Jeffery A. Hiestand, Insurance & Financial Services, LLC, which is a DBA for his LPL business. He sells and services insurance and investment products, dedicating full-time hours to this activity.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
The Prudential Insurance Company of AmericaBroker
State Registrations27 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.
Exams
More Advisors
- David Lanham, CFPMai Capital Management, LLC
- David Williams, CFPMai Capital Management, LLC
- Matthew Young, CFPLPL Financial LLC
- Christian Brand, ChFC