Jeffrey Weeks
Jeffrey Weeks is a registered investment advisor at Atx Portfolio Advisors, LLC, based in Austin, TX, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 73 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ATX Portfolio Advisors charges a fee based on the total value of your investments. This fee is negotiable and determined in writing. The fee is paid quarterly, based on the value of your account on the last business day of the previous quarter. There is a minimum fee of $1,000.
Contact
Jeffrey Weeks
Location
500 N Capital of Texas Hwy, Building 8 -100, Austin, TX, 78746
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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 →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent since 2007, dedicating a few hours per week to insurance sales. He also serves as Service Chair for the Rotary Club of Austin Westlake and Treasurer for the Eanes Endowment, spending minimal time on each.
Employment History
Current Registrations
Atx Portfolio Advisors, LLC
Previous Registrations
Strategic Advisers, INC.
State Registrations1 state
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.
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