Jeffrey Pridey
Jeffrey Pridey is a registered investment advisor at Bfc Planning, INC., based in Twin Falls, ID, with 33 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, Insurance Planning, Investment Management, and 3 more. Their firm serves 6,720 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFC Planning offers asset management services through various platforms. Fees are based on the amount of assets managed and can vary depending on the platform and the IAR. The maximum allowable fee is 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may also incur charges from third parties, such as mutual fund expenses and IRA fees. Some platforms have minimum account sizes.
Platforms include:
- Berthel Edge
- BFC Advisory program
- American Funds Direct F-2 Share Class Program
- Institutional RIA Platform
- Variable Annuity/Variable Life Sponsors
- Envestnet’s Managed Account Solutions
- Sub-Advisory Platforms
- Held Away Accounts
Location
Twin Falls, ID
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2022Employment Separation After Allegations
April 2012Customer Dispute
May 2010Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Jeffrey is the owner of Peak Financial Services, focusing on investment selection and retirement planning. He also works as a National Accounts Broker for USI Insurance, handling property and casualty insurance, taking about half of his time. Finally, Jeffrey inherited a family farm, dedicating minimal time to it.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Ausdal Financial Partners, INC.Broker
Capwest Securities, INC.Broker
United Securities Alliance, INC.Broker
Farmland Securities CompanyBroker
State Registrations9 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.