Jeffrey Stouffer is a CFP-designated registered investment advisor at Mercantile Advisors, LLC, based in Alexandria, VA, with 16 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 3 clients with $130K 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.20% |
| $750K - $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
These fees are for accounts without options agreements. Accounts under $1,000,000 with options agreement: 2.0% flat fee. Between $1,000,000 and $5,000,000 with options agreement: 1.25% flat fee. $5,000,000 and over with options agreement: 1.00% flat fee. There is a single 0.50% annual fee, paid quarterly and in advance, for monitoring non-discretionary accounts that client has placed with Mercantile Advisors for review only, and client retains control over the account.
Fee Estimator
Location
Alexandria, VA
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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
Mercantile Advisors, LLC
Previous Registrations
Kingsview Asset Management, LLC
Bb&t Investment Services, INC.
Ridgeway Conger Advisory Services
Uvest Financial Services Group, INC.
Capital Advisors
On Investment Management CO
State Registrations2 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.