Jeffrey Ostrander
Jeffrey Ostrander is a CFP-designated registered investment advisor at Caliber Wealth Management, LLC, based in Ponte Vedre Beach, FL, with 35 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,668 clients with $1.8B 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 | 1.50% |
Fees range from 0.25% to 1.50% depending on the level of service, amount of assets managed, and complexity of the engagement. Fees are negotiated prior to the engagement.
Fee Estimator
Location
Ponte Vedre Beach, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Employment History
Current Registrations
Caliber Wealth Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Sii Investments, INC.Broker
Invest Financial CorporationBroker
Piper Jaffray INC.Broker
Boatmen's Investment Services, INC.Broker
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations3 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.