Jeffery Fierce
Jeffery Fierce is a registered investment advisor at Fierce Wealth Management Group LLC, based in Indianapolis, IN, with 34 years of industry experience. Jeffery 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 125 clients with $69M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
9045 River Road, Suite 401, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Jeffery operates Fierce Wealth Management Group as a DBA for LPL business since 2009, spending about 10-20% of his time on securities business. He is also an insurance agent since 1997, selling variable life & annuities, life, accident & health insurance, dedicating a few hours per week to this activity, and he provides investment advisory services through Fierce Wealth Management Group LLC, an independent investment advisor firm, dedicating full-time hours to this activity.
Employment History
Current Registrations
Fierce Wealth Management Group LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
H.J. Meyers & CO., INC.Broker
Westfield Financial CorporationBroker
Hibbard Brown & CO., INC.Broker
State Registrations12 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.