Jeffrey Loos
Jeffrey Loos is a ChFC-designated registered investment advisor at Marsh Wealth Management, LLC, based in Knoxville, TN, with 21 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 181 clients with $180M 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 $200K | 1.25% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.55% |
Fee schedule is for assets held at Charles Schwab and Co. Institutional Custodian. Fees for Trade-PMR/First Clearing accounts are typically 1.00%. Fees for held away accounts are 0.80%. 401K EZInvest service is offered at 0.35%.
Fee Estimator
Location
504 Ebenezer Road, Knoxville, TN, 37923
Get directionsHistory
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 works as an insurance agent since 2010. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Marsh Wealth Management, LLC
Previous Registrations
Modern Wealth Management, LLC
C & J Wealth Advisors
MML Investors Services, INC.
Ftb Advisors, INC.
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.