Jeffrey Presley
Jeffrey Presley is a registered investment advisor at Mountain Peak Wealth Advisors, LLC, based in Fort Wayne, IN, with 27 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 119 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.25% |
For assets managed through Congress Wealth, the annual rate is higher: Up to $500,000: 1.70%, $500,000 to $1,000,000: 1.45%, $1,000,001 to $2,500,000: 1.05%, $2,500,001 to $5,000,000: 0.85%, Over $5,000,000: 0.70%. Fees may be negotiable.
Fee Estimator
Location
6315 Mutual Drive, Suite F, Fort Wayne, IN, 46825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mountain Peak Wealth Advisors, LLC
Previous Registrations
Dickmeyer Boyce Financial Management, INC
Mcdonald Presley Capital Management, INC.
Lincoln Financial Advisors Corporation
State Registrations2 states
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