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Jeffery Fierce

Fierce Wealth Management Group LLC
35 Years of Experience
Indianapolis, IN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeffery Fierce is a registered investment advisor at Fierce Wealth Management Group LLC, based in Indianapolis, IN, with 35 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 125 clients with $69M in assets under management.

Fierce Wealth Management Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
125 clients
Average Client Portfolio
$553K average
Assets Under Management
$69.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.90%
$3.0M - $5.0M0.75%
$5M+0.75%

Fees are negotiable at the firm's discretion. Other programs like Small Market Solution charge 1.20%, and legacy Model Wealth Portfolios charge up to 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9045 River Road, Suite 401, Indianapolis, IN, 46240

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History

Regulatory History (1)
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Customer Dispute
July 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
January 2024 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
January 2009 - Present · 17 yrs 9 mos
Previous Registrations
LPL Financial LLC
January 2009 - May 2024 · 15 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1998 - January 2009 · 10 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1996 - January 2009 · 12 yrs 10 mos
H.J. Meyers & CO., INC.Broker
August 1994 - February 1996 · 1 yr 6 mos
Westfield Financial CorporationBroker
August 1994 - August 1994 · 0 mos
Hibbard Brown & CO., INC.Broker
June 1991 - September 1994 · 3 yrs 3 mos
State Registrations12 states
AZCACOFLINKYMIMONYTXVTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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