Jeffrey Kinney is a registered investment advisor at Cantor Fitzgerald Investment Advisors, based in New York, NY, 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 High Net Worth, Investment Management. Their firm serves 1,286 clients with $2.4B 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 $1.0M | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Under certain circumstances, Cantor Fitzgerald Investment Advisors (CFIA) reserves the right to negotiate fees, which may result in different fees for similar investment management services.
Fee Estimator
Location
110 East 59th Street, 7th Floor, New York, NY, 10022
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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
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald & CO.
Cantor Fitzgerald & CO.Broker
Previous Registrations
Realto Securities, LLCBroker
Patrick Capital Markets, LLCBroker
Cantor Fitzgerald & CO.Broker
Sc Distributors, LLCBroker
Realty Capital Securities, LLCBroker
Kbs Capital Markets Group LLCBroker
Lincoln Financial Distributors, INC.Broker
Edward JonesBroker
Planco Financial Services, INC.Broker
Goldman, Sachs & CO.Broker
Van Kampen Funds INC.Broker
State Registrations4 states
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